Top financial advisors in Worthington, 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 financial advisor in Worthington, MN when you're navigating complex income planning, especially given the area's relatively high taxes and strong social services. Without careful planning, you could face unexpected tax burdens that reduce your overall financial security.
- Income tax navigation. Confirm how the advisor manages local and state tax implications to help minimize your tax liability.
- Social service integration. Ask how they incorporate available social services into your financial plan to optimize benefits.
- Long-term income strategy. Look for advisors who plan beyond immediate tax concerns, considering your income needs over time.
- Experience with local regulations. Ensure they understand Minnesota-specific tax rules that could impact your financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kelly M
Series 63
Worthington, MN
PFG Advisors
Kelly Meyer in Worthington, MN, brings 26 years of experience and a Series 63 designation, specializing in wealth management, options strategies, and retirement plans for business owners. Her firm, PFG Advisors, uses a macroeconomic and technical analysis approach with index-based ETFs, offering flat-fee and subscription-based financial planning, which may suit clients seeking transparent fees and active portfolio management.
Experience: 26 years
Avg account: $421,263
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Todd H
Series 63, Series 65
Worthington, MN
Equitable Advisors
Todd Henderson's 26 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited for managing complex income planning in Worthington, MN. Affiliated with Equitable Advisors, a large firm offering a hybrid advisory and brokerage model, he serves high-net-worth baby boomers and provides flexible fee structures ranging from asset-based to hourly planning fees.
Experience: 27 years
Avg account: $570,841
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John S
Series 66
Worthington, MN
Edward Jones
John Standafer's 15 years of experience and Series 66 license equip him to address Worthington's complex income planning needs, including tax-loss harvesting and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm with over 23,700 advisors, he offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 15 years
Avg account: $246,728
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Scott R
Series 63, Series 65
Worthington, MN
Private Advisor Group, LLC
Scott Rall offers extensive experience in Worthington, MN, with 34 years in the industry and a strong understanding of local tax implications, which is crucial for income tax navigation in this area. His affiliation with Private Advisor Group, a large SEC-registered firm managing over $41 billion, provides access to diverse client services and flexible fee structures, including flat fees and negotiable AUM rates, distinguishing him from other advisors.
Experience: 35 years
Avg account: $303,047
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Andrew J
Series 66
Worthington, MN
Cambridge Investment Research Advisors
Andrew Johnson specializes in retirement income strategy and plans for business owners, making him well-suited to address Worthington's complex income tax environment and social service integration. His affiliation with Cambridge Investment Research Advisors provides access to a large firm’s resources and a variety of fee structures, including flat fees and AUM-based fees up to 1.50%, offering flexibility compared to other local advisors.
Experience: 5 years
Avg account: $378,281
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