Best Financial Planners in Lakeville, MN
Looking for a financial planner in Lakeville, MN? We track 10 local financial planners, with independent local providers. Browse ratings and contact details below, or get matched with free quotes.
Top Financial Planners in Lakeville
Steven J Gehrke - Financial Advisor, Ameriprise Financial Services, LLC Unclaimed
Myers Financial Management Unclaimed
How to choose a financial planner in Lakeville
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in Lakeville
In Lakeville, MN, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in Lakeville, MN?
1Network currently lists 10 financial planners in Lakeville, MN. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in Lakeville?
Financial planners in Lakeville, MN typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Lakeville to avoid commission conflicts.
How do I choose a financial planner in Lakeville?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 10 financial planners in Lakeville, MN.