Top financial advisors working with established professionals in South 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.
If you've built a solid career and are now focused on preserving and growing your wealth, you need an advisor who understands the unique financial challenges of established professionals. Without this insight, you might miss opportunities to optimize your income, benefits, and tax situation as your career evolves. Flat-fee advisors here charge a set rate, so you know what to expect without surprises.
- Income and benefits integration. Confirm how they incorporate your salary, bonuses, and benefits like stock options into your overall plan.
- Tax efficiency focus. Ask how they help manage tax liabilities that come with higher earnings and complex compensation.
- Retirement timing strategies. Explore their approach to balancing continued work with retirement savings and distribution plans.
- Risk management tailored to your career. Check how they address insurance and liability risks specific to your profession.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Agatha J
CFP®, Series 63, Series 65, Series 66
Aberdeen, SD
Willkate Wealth Management, LLC
Agatha Johnson specializes in serving established professionals in South Dakota, offering expertise in multi-generational wealth transfer, business succession planning, and cash flow management. With 23 years of experience and CFP® certification, she provides flat-fee financial planning and investment management through her independent firm, Willkate Wealth Management, emphasizing strategic, passive asset allocation and requiring a written financial plan before investment services.
Experience: 24 years
Avg account: $1,360,667
-
Jonathan E
CFP®, Series 65
West Des Moines, IA
Foster Group, INC.
Jonathan Evans is well-suited for established professionals seeking to preserve and grow wealth, offering expertise in charitable giving and experience with executives and business owners. His firm employs a long-term, asset-allocation investment approach and provides tiered service programs, with a flat-fee structure for estate planning and hourly consulting options. Located in West Des Moines, IA, he brings 18 years of industry experience and CFP® certification, distinguishing him from others by combining specialized planning with flexible fees.
Experience: 18 years
Avg account: $2,062,631
-
Erica Y
Series 63, Series 65
Sioux Falls, SD
Focus Partners Wealth, LLC
Erica Young is well-equipped to support established professionals in South Dakota with 24 years of experience and expertise in retirement plans for business owners, active portfolio management, and business exit strategies. Operating within a large firm, she offers flat-fee services and serves high-net-worth clients, distinguishing her through a broad range of fee options and a focus on private and alternative investments.
Experience: 24 years
Avg account: $2,557,933
-
Anne N
PFS™, Series 65
Minnetonka, MN
Cresset Asset Management, LLC
Anne Novak is well-equipped to support established professionals in South Dakota by leveraging her 12 years of experience and expertise in wealth management, active portfolio management, and retirement plans for business owners. She operates within Cresset Asset Management, a large firm managing $71.9 billion in assets, offering flat-fee financial planning and consulting services, which may appeal to high-net-worth clients seeking transparent fees and diversified investment strategies.
Experience: 12 years
Avg account: $14,732,716
-
Neil G
CFP®, Series 63
Sioux Falls, SD
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Neil Graff's 39 years of experience and CFP® certification equip him to address the financial complexities faced by established professionals in South Dakota, including retirement income strategy and Social Security optimization. Affiliated with a large firm offering flat-fee and negotiated advisory options, he serves diverse clients such as executives and business owners, providing a broad range of wealth management and cash flow planning services that distinguish him from other advisors in the region.
Experience: 39 years
Avg account: $410,135
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
Popular in South Dakota
Find advisors by type
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")