Flat-fee financial advisors in Red Wing, 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 Red Wing, MN, and want clear costs upfront, a flat-fee advisor can help you avoid surprises in billing. Without a clear fee structure, 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. Minnesota's higher taxes mean advisors should help you plan income carefully to minimize tax impact.
- Service scope clarity. Ask which financial areas the flat fee covers, so you know when additional fees might apply.
- Experience with local tax rules. Advisors familiar with Minnesota's tax environment can better tailor your plan to state-specific challenges.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jesse E
CFP®, Series 63, Series 66
Red Wing, MN
Bluprint Financial, LLC
Jesse Eiynck offers flat-fee financial planning in Red Wing, MN, with 25 years of experience and CFP® certification, making him well-equipped to handle local tax and income planning challenges. His firm, Bluprint Financial, LLC, provides comprehensive wealth management including discretionary investment management and estate planning, distinguishing him with a broad service scope and tailored advice compared to other advisors.
Experience: 25 years
Avg account: $329,425
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Matthew H
Series 63, Series 65, Series 66
Red Wing, MN
LPL Financial
Matthew Hardyman offers flat-fee financial planning in Red Wing, MN, with over 33 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Affiliated with LPL Financial, a large firm serving diverse clients, he combines seasoned knowledge with access to in-house research, distinguishing him from advisors with less firm support or narrower specialties.
Experience: 34 years
Avg account: $399,489
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Thomas W
Series 63, Series 65
Red Wing, MN
Cetera
Thomas Wilder offers flat-fee financial planning and consulting in Red Wing, MN, with 43 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners. Affiliated with Cetera, a large firm serving high-net-worth and institutional clients, he provides seasoned guidance that balances individual and institutional trust solutions, distinguishing him from advisors with smaller practices or narrower specialties.
Experience: 43 years
Avg account: $306,089
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Richard D
Series 63, Series 66
Red Wing, MN
Cambridge Investment Research Advisors
Richard Douglas offers flat-fee financial planning in Red Wing, MN, with nearly three decades of experience and credentials including Series 63 and 66. Affiliated with Cambridge Investment Research Advisors, a large firm serving diverse clients, he specializes in retirement income strategies and plans for business owners, providing a broad service scope with transparent flat fees generally not exceeding $25,000.
Experience: 30 years
Avg account: $378,281
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Nathan O
Series 63, Series 65, Series 66
Red Wing, MN
Aegis Investment Management, LLC
Nathan Ostertag offers flat-fee financial planning services in Red Wing, MN, with a clear $250 annual fee billed quarterly, which suits clients seeking transparent costs. With 24 years of experience and expertise in active portfolio and wealth management, he works through Aegis Investment Management, serving diverse clients including high-net-worth individuals and trusts, using fundamental and economic analysis for discretionary portfolio management.
Experience: 24 years
Avg account: $548,817
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