Top financial advisors in Fergus Falls, 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 Fergus Falls, 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.
- Local tax knowledge. Confirm how they incorporate Minnesota's tax rules into your income strategy to avoid surprises.
- Income timing strategies. Ask how they manage the timing of income and deductions to optimize your tax situation.
- Social service integration. Check if they consider available social programs that might affect your financial plan.
- Experience with regional clients. Look for advisors familiar with the economic and tax environment specific to Fergus Falls and surrounding areas.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew H
Series 66
Fergus Falls, MN
Edward Jones
Matthew Hendricks, based in Fergus Falls, MN, brings 11 years of experience and a Series 66 credential, specializing in wealth management, tax-loss harvesting, and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive advisory program with fees up to 1.35% annually, benefiting from extensive resources and a broad client network.
Experience: 12 years
Avg account: $246,728
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Charlie F
Series 66
Fergus Falls, MN
Ameriprise
Charlie Fuder specializes in retirement income strategy and Social Security optimization, making him well-suited for managing income planning challenges in Fergus Falls, MN. Working at Ameriprise, a large firm with a 0.15% AUM fee, he offers tax-aware withdrawal strategies and annual retirement planning advice, which may provide a structured approach compared to smaller local advisors.
Experience: 0 years
Avg account: $471,167
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Amy W
Series 66
Columbia, SC
First Citizens Investor Services, Inc.
Amy Wedll in Fergus Falls, MN, offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting that can help optimize income timing and tax strategies. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, benefiting clients seeking structured fees and access to extensive investment solutions and research support.
Experience: 2 years
Avg account: $344,524
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Timothy N
CFP®, Series 63, Series 66
Fergus Falls, MN
Farther
Timothy Nanson's 15 years of experience and CFP® certification equip him to navigate Fergus Falls' complex tax environment, especially with his expertise in retirement plans for business owners and passive investing strategies. His flat-fee, independent advisory model at Farther, which uses algorithmic portfolios and focuses on ETFs and fixed income, offers a technology-driven approach that contrasts with more traditional fee structures and investment methods nearby.
Experience: 15 years
Avg account: $972,193
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Matthew M
Series 66
Fergus Falls, MN
Thrivent Investment Management
Matthew Mckinney, based in Fergus Falls, MN, offers expertise in business ownership considerations, which can be crucial for managing complex income and tax planning in the region. Working with Thrivent Investment Management, a large firm providing dedicated planning services and flexible engagements, he supports clients with holistic, goal-based financial strategies and a managed-account program, distinguishing him from advisors with smaller firm affiliations.
Experience: 4 years
Avg account: $162,801
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