Top financial advisors in Fairmont, MN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Fairmont, MN when you're navigating complex income planning, especially given the area's relatively high taxes and strong social services. Without careful planning, you could face unexpected tax burdens that reduce your overall financial security.
- Tax-aware income strategies. Look for advisors who integrate local tax considerations into your income plan, not just generic advice.
- Social service coordination. Ask how they factor in available social programs to optimize your financial resources.
- Long-term cash flow focus. Confirm they model your income and expenses over time to avoid surprises.
- Experience with local regulations. Ensure they understand Minnesota-specific tax rules that impact your financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Sarah W
Series 65
Fairmont, MN
CWM, LLC
Sarah Willers offers expertise in retirement income strategy and tax-loss harvesting, which are crucial for managing Fairmont's complex tax environment. Working with CWM, LLC, a large firm with flat-fee options and discretionary portfolio management, she supports diverse clients including high-net-worth families and institutions, providing a broad range of financial planning and asset management services.
Experience: 1 year
Avg account: $875,860
-
Jeffrey Z
Series 63, Series 65
Fairmont, MN
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Jeffrey Zarling's 18 years of experience and expertise in retirement income strategy, Social Security optimization, and cash flow budgeting equip him to address Fairmont's complex income planning needs, including local tax considerations. Operating within a large firm offering flat-fee and negotiated advisory fees, he serves established professionals and brings additional insight from his background as a business owner and real estate manager.
Experience: 19 years
Avg account: $410,135
-
Jessica S
Series 66
Fairmont, MN
Cetera
Jessica Salic offers tax-loss harvesting and retirement planning expertise tailored for business owners and high earners in Fairmont, MN, addressing local tax complexities and income strategies. Affiliated with Cetera, a large firm providing flat-fee and negotiated hourly consulting, she brings a blend of personalized service and institutional resources, supported by her community leadership and two years of advisory experience.
Experience: 3 years
Avg account: $306,089
-
Matthew F
Series 63
Fairmont, MN
Edward Jones
Matthew Fischer's 26 years of experience at Edward Jones in Fairmont, MN, equip him to address complex income planning with a focus on wealth management and tax-loss harvesting. His affiliation with a large firm offering diverse investment strategies and a fiduciary standard distinguishes him from others by providing broad resources and a structured program fee up to 1.35% annually.
Experience: 27 years
Avg account: $246,728
-
Brandon S
Series 66
Fairmont, MN
Thrivent Investment Management
Brandon Sahr's nine years of experience at Thrivent Investment Management in Fairmont, MN, equip him to address complex income planning with attention to local tax rules and social services. Thrivent's large-firm resources and Dedicated Planning Services offer goal-based strategies and managed-account integration, distinguishing him from advisors with smaller firm support or less comprehensive planning options.
Experience: 9 years
Avg account: $162,801
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Fairmont, MN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")