Top advisors in North Dakota
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 be considering a financial advisor in North Dakota if you're navigating complex financial decisions like retirement planning, investment management, or tax strategies. A common pitfall is working with an advisor who applies generic advice without tailoring it to the unique economic and regulatory environment of North Dakota.
- Local market knowledge. Confirm how familiar they are with North Dakota's tax laws and economic factors that could impact your financial plan.
- Fee structure clarity. Flat-fee advisors can offer predictable costs; ask how fees are structured and what services are included.
- Experience level. Seasoned advisors bring years of insight, but ensure their experience aligns with your specific financial goals.
- Firm size implications. Large-firm advisors may have more resources, but check how that affects your personal attention and service.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jamey P
Series 63, Series 65
Fargo, ND
Principal Financial Services
Jamey Pesek's 16 years of experience and Series 63 and 65 designations equip him to address financial needs specific to North Dakota, including retirement planning and investment management. Working with Principal Financial Services, a large firm, he offers flexible fee structures such as AUM up to 1.75%, hourly, and monthly fees, serving a diverse client base including retirees and business owners, which may provide broader resources compared to smaller local advisors.
Experience: 16 years
Avg account: $324,050
-
Cynthia F
Series 63, Series 65
Fargo, ND
OSAIC
Cynthia Fason's 26 years of experience and Series 63 and 65 credentials equip her to address financial needs in North Dakota, including annuities and retirement planning. Working with Osaic, a large firm offering diverse advisory services and risk-tolerance assessments, she provides flat-fee financial planning and consulting, which may appeal to clients seeking predictable costs and comprehensive investment management.
Experience: 26 years
Avg account: $398,336
-
Brenda C
Series 63, Series 66
Minot, ND
Edward Jones
Brenda Cook's 25 years of experience and expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer make her well-equipped to address complex financial needs in North Dakota. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive range of advisory programs with a fee structure of up to 1.35% annually, providing clients with access to extensive resources and personalized service.
Experience: 25 years
Avg account: $246,728
-
Kim W
ChFC®, Series 63
Clive, IA
Primerica Advisors
Kim Weaver's extensive 42 years of experience and specialties in business exit strategies and tax-loss harvesting equip her to address complex financial needs effectively. Operating within Primerica Advisors, a large firm offering flat-fee and subscription-based financial planning, she serves self-employed clients and business owners, providing a blend of personalized service and broad resources that may differ from smaller local advisors in North Dakota.
Experience: 42 years
Avg account: $230,599
-
Benjamin B
CFP®, Series 66
Bismarck, ND
Capital City Wealth Management, Inc.
Benjamin Brandt Sr. offers expertise in retirement planning and cash flow management, supported by 19 years of experience and CFP® certification, making him well-suited for financial advising in North Dakota. Operating independently at Capital City Wealth Management, Inc. in Bismarck, he manages discretionary portfolios with a 1.50% annual fee, emphasizing diversified, risk-based strategies and personalized investment policies, which may provide more tailored attention compared to larger firms.
Experience: 19 years
Avg account: $962,963
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")