Flat-fee 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 flat-fee financial advisor if you want clear, predictable costs for managing your money in Fergus Falls, MN. Without a flat-fee structure, advisors might charge based on your assets, which can lead to conflicts or unexpected expenses.

  • Transparent pricing model. Confirm how the flat fee covers services so you know exactly what you’re paying for.
  • Income planning expertise. Given Minnesota’s relatively high taxes, ask how they help manage your income to minimize tax impact.
  • Service scope clarity. Flat fees sometimes exclude certain services; check which financial tasks are included.
  • Experience level. With a median of 17 years, ask how their experience shapes advice tailored to your financial goals.

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 is a financial advisor at Edward Jones in Fergus Falls, MN, holding a Series 66 credential with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Charlie F

Series 66

Fergus Falls, MN

Ameriprise

Charlie Fuder is a financial advisor at Ameriprise with a Series 66 credential and prior experience in education and the food service industry. He began his advisory career at Ameriprise in 2025 after working at the University of North Dakota and Minnesota State Community and Technical College, as well as Taco Johns and Kennedy Secondary School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Amy W

Series 66

Columbia, SC

First Citizens Investor Services, Inc.

Amy Wedll is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at BMO, LPL Financial, and Bank of the West. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client process focused on financial needs, risk tolerance, and time horizon with a combination of fundamental, quantitative, and technical analysis.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Timothy N

CFP®, Series 63, Series 66

Fergus Falls, MN

Farther

Timothy Nanson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Farther since 2025. His prior roles include positions at Fortress Retirement, Inc. and Womack Wealth Management. Outside of advisory work, he is the pit master and operator of Bossy Babes BBQ, a food truck based in Fergus Falls, MN. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm applies a Modern Portfolio Theory-based approach using proprietary models and AI-supported rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Matthew M

Series 66

Fergus Falls, MN

Thrivent Investment Management

Matthew Mckinney is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent and its affiliates since 2021. Prior to his current role, he was involved with McTurf Inc and Brothers Redevelopment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics. The firm offers flexible planning engagements and a managed-account program under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Business ownership considerations
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Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Edwina M

Series 65

Cincinnati, OH

Waverly Advisors, LLC

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Wesley P

Series 63, Series 66

Fort Worth, TX

Wells Fargo Clearing

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Hassan A

Series 65, Series 63

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

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