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Financial Planners in Burnsville, MN: 2026 rankings

308 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Burnsville: Nuccio Group Accounting, RFA Score 77/100; 4.9★ from 178 Google reviews.

  2. 42

    Most-reviewed: The Servion Group, 222 Google reviews at 3.9★, the most of 308 ranked; ranked #42.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

308 Burnsville financial planners are ranked here by RFA Score, from eight published factors. 40 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.8★ across 308 rated firms.

Top 10 financial planners in Burnsville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Burnsville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Nuccio Group Accounting774.9★ (178)Minneapolis, 4 mi awayTop score
2Hance Financial, LLC765.0★ (172)Bloomington, 7 mi away—
3Summit Investment Advisors735.0★ (152)Roseville, 19 mi away—
4Legacy Capital Group725.0★ (56)Edina, 7 mi away—
5TruMix Advisors714.8★ (51)Bloomington, 7 mi away—
6Kyle Krusenstjerna - Northwestern Mutual714.9★ (45)Edina, 7 mi away—
7Savant Wealth Management714.9★ (76)Saint Paul, 15 mi away—
8Webb Financial Group - Wealth Management715.0★ (35)Bloomington, 6 mi away—
9Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.)705.0★ (105)Maple Grove, 24 mi away—
10Pine Grove Financial Group705.0★ (77)Woodbury, 20 mi away—

All 308 financial planners in Burnsville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Burnsville

    Based in Minneapolis, 4 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 178 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 178 Google reviews
    Hours
    Mon–Tue 10:30 AM–6 PM · Wed closed · Thu–Fri 10:30 AM–6 PM · Sat–Sun closed
    Address
    2120 W Old Shakopee Rd, Minneapolis, MN 55431
  2. Based in Bloomington, 7 mi away

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 172 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 172 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3600 American Blvd W #120, Bloomington, MN 55431
  3. Based in Edina, 7 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3600 Minnesota Dr Ste 600, Edina, MN 55435
  4. Based in Bloomington, 7 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 51 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3800 American Blvd W STE 350, Bloomington, MN 55431
  5. Based in Saint Paul, 15 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 76 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2250 Town Square Tower, 445 Minnesota St, St Paul, MN 55101
  6. Based in Saint Paul, 14 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    550 Vandalia St Ste 311, St Paul, MN 55114
  7. Based in Plymouth, 19 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 62 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3350 Annapolis Ln N Ste C, Plymouth, MN 55447
  8. Based in Eagan, 7 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9:45 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3459 Washington Dr Ste 205, Eagan, MN 55122
  9. Based in Burnsville

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    11980 Portland Ave, Burnsville, MN 55337
  10. Based in Apple Valley, 6 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.5★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 24 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    15751 Emperor Ave, Apple Valley, MN 55124
  11. Based in Mendota Heights, 11 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    800 S Plaza Dr, Mendota Heights, MN 55120

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 308 ranked financial planners here; the rest are on their profiles.

financial planners in Burnsville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Pursuit Wealth Management674.9★ (44)20 mi
27American Senior Benefits674.8★ (64)23 mi
28ECA Marketing Inc674.7★ (25)11 mi
29Peter Fleming - Edelman Financial Engines675.0★ (29)16 mi
30Jupiter Wealth Planning LLC675.0★ (38)20 mi
31First Command Financial Advisor - Travis Sundvall674.9★ (15)7 mi
32Affinity Plus Federal Credit Union673.7★ (55)5 mi
33Beacon Pointe Advisors675.0★ (39)21 mi
34Andrew Anthony - COUNTRY Financial Representative674.2★ (10)In Burnsville
35Paladin Financial675.0★ (39)22 mi
36Voyageur Financial675.0★ (13)8 mi
37Beacon Pointe Advisors675.0★ (17)11 mi
38Fiat Wealth Management675.0★ (27)17 mi
39401k Plan Professionals675.0★ (13)8 mi
40Think Bank673.7★ (36)5 mi
41Smart Life Financial665.0★ (40)24 mi
42The Servion Group663.9★ (222)21 mi
43Associated Bank663.8★ (36)7 mi
44Strategic Wealth Group664.8★ (18)12 mi
45Trailhead Planners665.0★ (11)8 mi
46Old National Bank663.7★ (20)4 mi
47Associated Bank663.4★ (14)In Burnsville
48LGH Wealth Management665.0★ (11)8 mi
49Flames Financial Planning665.0★ (18)14 mi
50Fundamental Wealth Designs664.8★ (42)23 mi

Also serving Burnsville

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Burnsville
BusinessGoogle ratingDistance
Chris Johnson - Thrivent5.0★ (1)In Burnsville
Dallas Eldeen: Primerica - Financial Services5.0★ (1)In Burnsville
Edward Jones - Financial Advisor: Chris Peterson, CFP®5.0★ (2)In Burnsville
Edward Jones - Financial Advisor: Greg Lein5.0★ (1)In Burnsville
Edward Jones - Financial Advisor: Heidi M Olson, CEPA®4.3★ (3)In Burnsville
Edward Jones - Financial Advisor: Jeff Olson, CEPA®|CRPC™5.0★ (1)In Burnsville
Emily Simpson - Thrivent5.0★ (1)In Burnsville
Family Financial & Tax Services4.3★ (6)In Burnsville
Focus Financial5.0★ (2)In Burnsville
Gateway Wealth Management, LLC5.0★ (1)In Burnsville
Minnesota Financial Solutions3.7★ (3)In Burnsville
Morgan Planning Group, LLC5.0★ (1)In Burnsville
Nettworth Financial Group5.0★ (1)In Burnsville
O'Halloran James V4.0★ (1)In Burnsville
SCORE4.4★ (24)In Burnsville
Scot Kretzschmar - Thrivent3.0★ (2)In Burnsville
Sentient Wealth Group5.0★ (10)In Burnsville
Sloan Financial Solutions, LLC5.0★ (2)In Burnsville
Valley Asset Managers5.0★ (6)In Burnsville
Walter Pickup5.0★ (2)In Burnsville

How we ranked Burnsville financial planners

We scored 308 Burnsville financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Burnsville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Burnsville: frequently asked questions

Which financial planner has the highest RFA Score in Burnsville?

By RFA Score, the highest-ranked financial planner in Burnsville, MN is Nuccio Group Accounting with an RFA Score of 77/100. It has 4.9★ from 178 Google reviews. Hance Financial, LLC (#2) and Summit Investment Advisors (#3) follow. We ranked 308 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Burnsville?

RankedFinancialAdvisors ranks 308 financial planners serving Burnsville, MN. 4 of them are based in Burnsville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Burnsville work on weekends?

40 of 308 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Think Bank (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burnsville financial planners have?

The median Google rating among 308 rated financial planners in Burnsville is 4.8★, with a median of 9 reviews. The Servion Group has the most, 222 reviews, and ranks #42. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Burnsville count in this ranking?

Yes, if they are within 25 mi of the Burnsville city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Burnsville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Burnsville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Burnsville

  1. November 2026: RFA Scores recalculated for 308 financial planners serving Burnsville.
  2. November 2026: 4 duplicate listings merged.