Top financial advisors in Mendota Heights, MN
We've curated a list of the best financial advisors in Mendota Heights, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $163,409,150 Number of advisors 3 advisors | |||
| 2 | Assets under management $155,824,329 Number of advisors 5 advisors | |||
| 3 | Assets under management $96,370,898 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mendota Heights, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Wold Financial Group
**Wold Financial Group LLC Summary:** Established in Minnesota, Wold Financial Group LLC is a registered investment adviser specializing in asset management services. The firm, led by Managing Member Ryan Wold, offers continuous supervision over client accounts, tailored to individual financial situations, objectives, and risk tolerance. Clients have the option to impose restrictions on account management, with fees based on a percentage of assets under management, ranging between 0.50% and 1.25% annually. Wold Financial Group primarily recommends various investment types, including mutual funds, ETFs, and securities, and employs fundamental and technical analysis in formulating investment advice. The firm's investment strategies include tactical and strategic asset allocation, with a focus on client-specific needs and objectives. Clients have the choice of granting discretionary or non-discretionary trading authorization, with account reviews conducted quarterly. Wold Financial Group does not vote proxies on behalf of clients and maintains strict privacy policies to safeguard client information. Additionally, the firm has a comprehensive business continuity plan in place to address significant business disruptions. Clients are encouraged to contact the firm for further details on services and policies. For more information, visit www.woldgroup.com or contact Stephanie Wright at 612-347-7825.
$163,409,150 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Finanacial Consulting Not Resulting In A Financial Plan
Heritage Wealth Architects, Inc.
Heritage Wealth Architects, Inc., led by Senior Integrated Wealth Manager Samuel A. Johnson, offers financial planning services with a focus on financial markets and finance. Johnson, a CFP® and ChFC® professional, joined the firm in June 2023, bringing experience from Paradigm, Strategies in Wealth Management. As a CERTIFIED FINANCIAL PLANNER™ professional, Johnson upholds high standards of education, examination, experience, and ethics. Clients benefit from his expertise in financial planning, backed by a bachelor's degree from the University of Minnesota Duluth. Johnson's clean disciplinary record and commitment to acting as a fiduciary ensure clients' best interests are prioritized. The firm's President/CEO, James S. Knapp, oversees compliance and supervision, ensuring adherence to the firm's code of ethics. Clients can expect personalized financial guidance and a commitment to ethical standards from Heritage Wealth Architects, Inc.
$155,824,329 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Planners Financial Services, Inc.
Planners Financial Services, Inc. is a registered investment adviser founded in 1972, offering services through its Investment Adviser Representatives (IARs). The firm provides research, education, and support to improve clients' investment results while managing costs. PFS monitors and reports on various securities weekly and offers services such as financial planning, investment portfolio management, and investment portfolio design. Clients undergo an analysis of their investment objectives, risk tolerance, and investment experience. PFS operates under a written agreement detailing objectives, obligations, and fees, with compensation solely from fees paid by clients, which are negotiable. The firm does not receive benefits from custodians or broker/dealers based on client security transactions. PFS primarily uses no-load or load-waived mutual funds and ETFs, with fees ranging from 40 to 30 basis points for Investment Portfolio Management. The firm does not engage in performance-based fees and does not vote proxies on behalf of clients. PFS emphasizes cybersecurity to protect client and firm information, conducting regular assessments and updates to mitigate risks. As of December 31, 2022, PFS managed approximately $96,370,898 in assets for about 501 accounts on a discretionary basis.
$96,370,898 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mendota Heights, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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