Same Day · Woodbury
Same-Day Financial Advisors in Woodbury, MN
Can't wait a week? These financial advisors in Woodbury offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 13 financial advisors in Woodbury, MN by verified customer ratings and review volume. The highest-rated is Jupiter Wealth Planning LLC with a 5.0-star rating from 37 verified reviews. Also in the top tier: New Horizons Boutique Financial Services LLC and Tyler Kraus Sanders - Edelman Financial Engines. The average rating across all listed financial advisors in Woodbury is 4.8 stars from 7 reviews per business on average.
Financial advisors in Woodbury 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
13
Businesses listed
4.8★
Avg rating
7
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Jupiter Wealth Planning LLC
652 Bielenberg Dr #201, Woodbury, MN 55125, USA
New Horizons Boutique Financial Services LLC
8647 Eagle Point Blvd # 1, Lake Elmo, MN 55042, USA
Tyler Kraus Sanders - Edelman Financial Engines
539 Bielenberg Dr Suite 220, Woodbury, MN 55125, USA
Financial Advisors Rankings in Woodbury, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Jupiter Wealth Planning LLC652 Bielenberg Dr #201, Woodbury, MN 55125, USA | 5.0★ | 37 |
| #2 | New Horizons Boutique Financial Services LLC8647 Eagle Point Blvd # 1, Lake Elmo, MN 55042, USA | 5.0★ | 13 |
| #3 | Tyler Kraus Sanders - Edelman Financial Engines539 Bielenberg Dr Suite 220, Woodbury, MN 55125, USA | 5.0★ | 6 |
| #4 | Wealth Enhancement Group796 Bielenberg Dr Suite 101, Woodbury, MN 55125, USA | 5.0★ | 1 |
| #5 | Woodbury Wealth Management2165 Woodlane Dr Suite 104, Woodbury, MN 55125, USA | 5.0★ | 2 |
| #6 | Legacy Asccent Wealth2042 Wooddale Dr suite 250, Woodbury, MN 55125, USA | 5.0★ | 5 |
| #7 | Innovative Planning Group710 Commerce Dr #150, Woodbury, MN 55125, USA | 5.0★ | 6 |
| #8 | Waypoint Wealth Group, LLC710 Commerce Dr Suite 140, Woodbury, MN 55125, USA | 4.2★ | 5 |
| #9 | Edelman Financial Engines539 Bielenberg Dr Suite 220, Woodbury, MN 55125, USA | 3.7★ | 3 |
| #10 | Edward Jones - Financial Advisor: Chad R Rinkenberger2155 Woodlane Dr #102, Woodbury, MN 55125, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Woodbury
Wealth Enhancement Group
796 Bielenberg Dr Suite 101, Woodbury, MN 55125, USA
Woodbury Wealth Management
2165 Woodlane Dr Suite 104, Woodbury, MN 55125, USA
Legacy Asccent Wealth
2042 Wooddale Dr suite 250, Woodbury, MN 55125, USA
Innovative Planning Group
710 Commerce Dr #150, Woodbury, MN 55125, USA
Waypoint Wealth Group, LLC
710 Commerce Dr Suite 140, Woodbury, MN 55125, USA
Edelman Financial Engines
539 Bielenberg Dr Suite 220, Woodbury, MN 55125, USA
Edward Jones - Financial Advisor: Chad R Rinkenberger
2155 Woodlane Dr #102, Woodbury, MN 55125, USA
Edward Jones - Financial Advisor: Eric Rislove, CFP®
576 Bielenberg Dr #140, Woodbury, MN 55125, USA
Hammer Advisory Services, Inc.
2042 Wooddale Dr suite 250, Woodbury, MN 55125, USA
Edward Jones - Financial Advisor: Tony Lerud
670 Commerce Dr STE 100, Woodbury, MN 55125, USA
Get Free Quotes
We'll connect you with the top financial advisors in Woodbury, MN.
Frequently Asked Questions — Financial Advisors in Woodbury
What is a fiduciary financial advisor and why does it matter in Woodbury?
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 Woodbury, 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 Woodbury?
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 Woodbury
Related Searches
More ways to find financial advisors in Woodbury
Financial Advisors in nearby cities