Financial advisors for retirement planning in Minneapolis, Minnesota

Which financial advisor should I talk to about retirement planning in Minneapolis?

For retirement planning in Minneapolis, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Amber FitzRysler of Rising Financial, Elise Huston of JNBA Financial Advisors and Timothy LaPean of Thoughtful Financial Planning.

How many fee-only financial advisors in Minneapolis work on retirement planning?

The Wellspent public graph lists 29 fee-only advisors for retirement planning in Minneapolis, at 13 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for retirement planning in Minneapolis charge?

The most common fee among fee-only advisors for retirement planning in Minneapolis is a percentage of assets, used by 86% of the 29 with fees on file. Many use more than one: 72% charge fixed fees and 34% charge by the hour.

How much do fee-only financial advisors charge in Minneapolis?

Fee-only financial advisors in Minneapolis charge a median of $3,486 a year for ongoing planning. We found this across the published prices of 6 Minneapolis firms.

How much does a one-time financial plan cost in Minneapolis?

A one-time financial plan from a fee-only firm in Minneapolis has a median price of $1,200. We found this across the published prices of 5 Minneapolis firms.

See every fee-only advisor fee in Minnesota

What credentials should a financial advisor for retirement planning have?

For retirement planning, look for the CFP and EA. In Minneapolis, 55% of the 29 advisors listed hold the CFP.

Does Minnesota tax Social Security?

Yes, for some residents. Minnesota taxes Social Security with exemptions that depend on income, so it belongs in a withdrawal plan.

What should I ask a financial advisor about retirement planning in Minneapolis?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. How does Minnesota tax each source of my retirement income?

How current is this list of fee-only advisors for retirement planning in Minneapolis?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.