Skip to content

Financial Planners in Hugo, MN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Hugo: Ramsay & Associates, Ltd - CPA, RFA Score 77/100; 4.9★ from 233 Google reviews.

  2. 14

    Most-reviewed: The Servion Group, 222 Google reviews at 3.9★, the most of 220 ranked after Ramsay & Associates, Ltd - CPA; ranked #14.

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

220 Hugo financial planners are ranked here by RFA Score, from eight published factors. 29 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 220 rated firms.

Top 10 financial planners in Hugo 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 Hugo at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Ramsay & Associates, Ltd - CPA774.9★ (233)White Bear Lake, 6 mi awayTop score
2Summit Investment Advisors745.0★ (152)Roseville, 13 mi away—
3Medicare Advisors735.0★ (69)Blaine, 8 mi away—
4One Life Financial Group725.0★ (37)White Bear Lake, 2 mi away—
5Pine Grove Financial Group715.0★ (77)Woodbury, 15 mi away—
6Savant Wealth Management714.9★ (76)Saint Paul, 15 mi away—
7Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.)715.0★ (105)Maple Grove, 22 mi away—
8Tonya Sample - New American Funding705.0★ (95)Maple Grove, 22 mi away—
9Dorval & Chorne Financial705.0★ (89)Maple Grove, 21 mi away—
10Paladin Financial705.0★ (39)Blaine, 10 mi away—

All 220 financial planners in Hugo, 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.

  3. #3 Medicare Advisors

    Based in Blaine, 8 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    4325 Pheasant Ridge Dr NE Suite 610, Blaine, MN 55449
    View profile for Medicare Advisors(612) 470-0150

  6. #6 Savant Wealth Management

    Based in Saint Paul, 15 mi away

    71/100RFA Score

    Ranked #6 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
    View profile for Savant Wealth Management(651) 233-1100

  10. #10 Paladin Financial

    Based in Blaine, 10 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4105 Lexington Ave N, Arden Hills, MN 55126
    View profile for Paladin Financial(651) 842-8406

  11. #11 Fundamental Wealth Designs

    Based in Blaine, 8 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 42 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    100 Village Center Dr Ste 244, North Oaks, MN 55127
    View profile for Fundamental Wealth Designs(651) 461-6151

  13. #13 Beacon Pointe Advisors

    Based in Inver Grove Heights, 15 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8665 Hudson Blvd N Ste 100, Lake Elmo, MN 55042
    View profile for Beacon Pointe Advisors(651) 779-9720

  14. #14 The Servion Group

    Based in New Brighton, 12 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.9★ from 222 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 222 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 Main St, New Brighton, MN 55112
    View profile for The Servion Group(651) 631-3111

  18. #18 Quarry Hill Advisors

    Based in Saint Paul, 17 mi away

    68/100RFA Score

    Ranked #18 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
    View profile for Quarry Hill Advisors(612) 440-0318

  20. #20 American Senior Benefits

    Based in Maple Grove, 23 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 64 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    7094 E Fish Lake Rd, Maple Grove, MN 55311
    View profile for American Senior Benefits(763) 559-8200

  21. #21 North Oaks Wealth Management

    Based in White Bear Lake, 6 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4524 Hwy 61 N, White Bear Lake, MN 55110
    View profile for North Oaks Wealth Management

  22. #22 All Things Annuity

    Based in Plymouth, 25 mi away

    67/100RFA Score

    Ranked #22 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
    View profile for All Things Annuity(800) 501-1984

  23. #23 Ryan Johnson - Financial Advisor, Ameriprise Financial Services, LLC

    Based in White Bear Lake, 6 mi away

    67/100RFA Score

    Ranked #23 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–3 PM · Sat–Sun closed
    Address
    4637 White Bear Pkwy, White Bear Lake, MN 55110
    View profile for Ryan Johnson - Financial Advisor, Ameriprise Financial Services, LLC(651) 429-6220

  24. #24 Fidelity Investments

    Based in Oakdale, 15 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.4★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 39 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8342 3rd St N, Oakdale, MN 55128
    View profile for Fidelity Investments(800) 381-1892

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 220 ranked financial planners here; the rest are on their profiles.

financial planners in Hugo, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Buddy Martin - COUNTRY Financial Agent665.0★ (21)15 mi
27Beacon Pointe Advisors665.0★ (32)21 mi
28Principal Preservation Services664.9★ (22)16 mi
29Bank of America (with Drive-thru ATM)664.8★ (18)12 mi
30Affinity Plus Federal Credit Union663.6★ (160)13 mi
31Great Waters Financial654.3★ (16)10 mi
32Neighborhood Development Alliance654.5★ (26)16 mi
33Jake Clermont, CFP, ChFC - COUNTRY Financial654.9★ (29)23 mi
34Mutual of Omaha Mortgage655.0★ (22)20 mi
35Clerestory Advisors, Inc.655.0★ (28)24 mi
36Old National Bank653.6★ (41)10 mi
37Gallagher Financial Services655.0★ (9)10 mi
38Peter Fleming - Edelman Financial Engines655.0★ (29)24 mi
39Nathan McGuire - Thrivent655.0★ (13)14 mi
40Five Star Financial Resources654.7★ (13)14 mi
41Bernicke Wealth Management644.9★ (14)17 mi
42Ameriprise Financial: Krogh Elizabeth645.0★ (11)14 mi
43Cerity Partners645.0★ (25)25 mi
44Affinity Plus Federal Credit Union643.5★ (138)16 mi
45Drost Financial645.0★ (10)14 mi
46Jeffrey D Angel - Financial Advisor, Ameriprise Financial Services, LLC644.6★ (5)6 mi
47Strategic Wealth Group - Lino Lakes644.3★ (6)7 mi
48Bank of America (with Drive-thru ATM)643.6★ (62)15 mi
49Flames Financial Planning645.0★ (18)22 mi
50Bank of America Financial Center643.7★ (31)14 mi

Also serving Hugo

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 Hugo
BusinessGoogle ratingDistance
Ameriprise Financial5.0★ (2)12 mi
Benjamin Wedell - Thrivent5.0★ (2)10 mi
Boreal Advisors5.0★ (2)12 mi
EagleView Wealth Management Group5.0★ (2)11 mi
Edward Jones - Financial Advisor: Mike Goehner4.0★ (1)In Hugo
Edward Sachs - Thrivent5.0★ (2)8 mi
Financial Dimensions Group, Inc5.0★ (2)11 mi
GHJ Financial Group5.0★ (2)15 mi
Greater Midwest Financial Group5.0★ (2)10 mi
Jack Buckley Financial5.0★ (2)11 mi
Jason Moehring - Thrivent5.0★ (2)12 mi
John Gamer - COUNTRY Financial Representative5.0★ (2)12 mi
OakVale Risk & Planning LLC5.0★ (1)In Hugo
Ramsay Wealth Management4.5★ (2)6 mi
RBC Wealth Management Branch - Stillwater5.0★ (2)11 mi
Schwartz Financial LLC5.0★ (2)5 mi
StoneBridge Group - Focus Financial5.0★ (2)8 mi
Thrivent Financial - Journey Financial Consultants5.0★ (2)12 mi
Todd Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)12 mi
TruCourse Advisors - Ameriprise Financial Services, LLC5.0★ (2)10 mi

How we ranked Hugo financial planners

We scored 220 Hugo 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 Hugo 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 Hugo: frequently asked questions

Which financial planner has the highest RFA Score in Hugo?

By RFA Score, the highest-ranked financial planner in Hugo, MN is Ramsay & Associates, Ltd - CPA with an RFA Score of 77/100. It has 4.9★ from 233 Google reviews. Summit Investment Advisors (#2) and Medicare Advisors (#3) follow. We ranked 220 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Hugo?

RankedFinancialAdvisors ranks 220 financial planners serving Hugo, MN. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Hugo work on weekends?

29 of 220 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays is Smart Life Financial (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hugo financial planners have?

The median Google rating among 220 rated financial planners in Hugo is 4.8★, with a median of 8 reviews. Ramsay & Associates, Ltd - CPA has the most, 233 reviews, and ranks #1. 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 Hugo count in this ranking?

Yes, if they are within 25 mi of the Hugo 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 Hugo 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 Hugo 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 Hugo

  1. November 2026: RFA Scores recalculated for 220 financial planners serving Hugo.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Hugo pages