Pricing Guide · Plymouth
Financial Advisors Cost in Plymouth, MN — 2026 Price Guide
What should you pay for financial advisors in Plymouth? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Plymouth, MN by verified customer ratings and review volume. The highest-rated is 360 Financial - Wayzata with a 5.0-star rating from 39 verified reviews. Also in the top tier: Bear Market Financial Services and Echo Wealth Management, LLC. The average rating across all listed financial advisors in Plymouth is 4.9 stars from 11 reviews per business on average.
Financial advisors in Plymouth typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
11
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
360 Financial - Wayzata
849 Lake St E, Wayzata, MN 55391, USA
Bear Market Financial Services
2 Carlson Pkwy N Suite 220, Plymouth, MN 55447, USA
Echo Wealth Management, LLC
3033 Campus Dr n145, Plymouth, MN 55441, USA
Financial Advisors Rankings in Plymouth, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | 360 Financial - Wayzata849 Lake St E, Wayzata, MN 55391, USA | 5.0★ | 39 |
| #2 | Bear Market Financial Services2 Carlson Pkwy N Suite 220, Plymouth, MN 55447, USA | 4.8★ | 46 |
| #3 | Echo Wealth Management, LLC3033 Campus Dr n145, Plymouth, MN 55441, USA | 5.0★ | 25 |
| #4 | Salt FinancialTwo Carlson Pkwy N Suite 155, Plymouth, MN 55447, USA | 5.0★ | 12 |
| #5 | Wealth Enhancement Group505 US-169 #900, Plymouth, MN 55441, USA | 4.4★ | 5 |
| #6 | Phillip James Financial3675 Plymouth Blvd STE 110, Plymouth, MN 55446, USA | 5.0★ | 7 |
| #7 | GEN Financial Management Inc10810 Old County Rd 15 Ste 200, Plymouth, MN 55441, USA | 4.6★ | 9 |
| #8 | Constellation Wealth Group - Ameriprise Financial Services, LLC18200 45th Ave N Ste B, Plymouth, MN 55446, USA | 5.0★ | 1 |
| #9 | Ascend Financial Group2 Carlson Pkwy N #320, Plymouth, MN 55447, USA | 5.0★ | 2 |
| #10 | Munson Financial LLC5555 Quinwood Ln N, Plymouth, MN 55442, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Plymouth
Salt Financial
Two Carlson Pkwy N Suite 155, Plymouth, MN 55447, USA
Wealth Enhancement Group
505 US-169 #900, Plymouth, MN 55441, USA
Phillip James Financial
3675 Plymouth Blvd STE 110, Plymouth, MN 55446, USA
GEN Financial Management Inc
10810 Old County Rd 15 Ste 200, Plymouth, MN 55441, USA
Constellation Wealth Group - Ameriprise Financial Services, LLC
18200 45th Ave N Ste B, Plymouth, MN 55446, USA
Ascend Financial Group
2 Carlson Pkwy N #320, Plymouth, MN 55447, USA
Munson Financial LLC
5555 Quinwood Ln N, Plymouth, MN 55442, USA
Integra Shield Financial Group LLC
1650 West End Blvd #100, St Louis Park, MN 55416, USA
Cavanaugh Financial Group
3545 Plymouth Blvd STE 213, Plymouth, MN 55447, USA
Ashlie Kaess - Financial Advisor, Ameriprise Financial Services, LLC
3169 Fernbrook Ln N, Plymouth, MN 55447, USA
Edward Jones - Financial Advisor: Richard A Shaeffer, CFP®|CEPA®
10100 6th Ave N Ste 120, Plymouth, MN 55441, USA
Income Planning Group
15600 36th Ave N #200, Plymouth, MN 55446, USA
Clinton J Faust - Financial Advisor, Ameriprise Financial Services, LLC
10405 6th Ave N UNIT 220, Plymouth, MN 55441, USA
Endeavr Financial Planning & Wealth Management
601 Carlson Pkwy Suite 925, Minnetonka, MN 55305, USA
Monarch Wealth Advisors
315 Manitoba Ave # 300, Wayzata, MN 55391, USA
Get Free Quotes
We'll connect you with the top financial advisors in Plymouth, MN.
Frequently Asked Questions — Financial Advisors in Plymouth
What is a fiduciary financial advisor and why does it matter in Plymouth?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Plymouth, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Plymouth?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
More Home Services in Plymouth
Related Searches
More ways to find financial advisors in Plymouth
Financial Advisors in nearby cities