Flat-fee financial advisors in Hutchinson, 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.
If you're managing your finances in Hutchinson, MN, and want clear costs upfront, a flat-fee advisor can help you avoid surprises in billing. Without clear fee structures, you might face unexpected charges that complicate your financial planning.
- Transparent fee structure. Confirm exactly what services are included in the flat fee to avoid hidden costs.
- Income planning expertise. Given Minnesota's relatively high taxes, ask how they help optimize your income to minimize tax impact.
- Social services integration. Explore how they incorporate local social services into your financial plan for comprehensive support.
- Experience with flat fees. Ensure they have a track record of managing client relationships under flat-fee arrangements to keep your planning straightforward.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James E
Series 63, Series 65
Litchfield, MN
LPL Enterprise
James Ellingson offers flat-fee financial planning through LPL Enterprise, a large firm known for model-based discretionary investment implementation. With 28 years of experience and credentials including Series 63 and 65, he specializes in general retirement planning and tax-loss harvesting. His background working with self-employed clients and business owners adds relevant expertise for those seeking transparent, flat-fee services near Hutchinson, MN.
Experience: 28 years
Avg account: $239,757
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Corey Z
Series 66
Hutchinson, MN
Raymond James Financial
Corey Zimmermann offers flat-fee financial planning in Hutchinson, MN, with 10 years of experience and a Series 66 designation, making him well-suited for clear-cost retirement and business succession planning. Affiliated with Raymond James Financial, a large firm serving diverse clients, he provides fixed flat fees and hourly rates, combining firm research with client decision authority, which distinguishes him from other local advisors.
Experience: 10 years
Avg account: $700,796
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Richard W
Series 63, Series 65
Hutchinson, MN
Cetera
Richard Westlund offers flat-fee financial planning in Hutchinson, MN, with 43 years of experience and credentials including Series 63 and 65. He specializes in wealth management, tax-loss harvesting, and retirement plans for business owners, serving high earners approaching retirement. His affiliation with Cetera provides access to a large firm's resources and a variety of portfolio management options, distinguishing him from other local advisors.
Experience: 43 years
Avg account: $306,089
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John S
Series 63, Series 65
Hutchinson, MN
OSAIC
John Sanken offers flat-fee financial planning in Hutchinson, MN, with 16 years of experience and Series 63 and 65 licenses, specializing in annuities and serving executives, founders, and retirees. His firm, OSAIC, supports diverse clients with advanced portfolio management and negotiable fees, distinguishing him from others by combining local expertise with large-firm resources and flexible fee options.
Experience: 17 years
Avg account: $398,336
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Kelly W
Series 66
Glencoe, MN
ValMark Advisers, Inc.
Kelly Weidendorf offers flat-fee financial advisory services near Hutchinson, MN, with expertise in retirement income strategy and business succession planning. Operating through ValMark Advisers, Inc., which supports a network of about 280 advisors, Kelly provides diversified, goal-based portfolios using mutual funds and ETFs. His independent status and flexible flat fees negotiated between $50 and $50,000 offer transparent cost options compared to other advisors.
Experience: 1 year
Avg account: $554,438
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