Skip to content

Financial Planners in Rosemount, MN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Rosemount: Hance Financial, LLC, RFA Score 75/100; 5.0★ from 172 Google reviews.

  2. 4

    Most-reviewed: Ramsay & Associates, Ltd - CPA, 233 Google reviews at 4.9★, the most of 277 ranked; ranked #4.

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

277 Rosemount financial planners are ranked here by RFA Score, from eight published factors. 37 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 277 rated firms.

Top 10 financial planners in Rosemount 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 Rosemount at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Hance Financial, LLC755.0★ (172)Bloomington, 13 mi awayTop score
2Nuccio Group Accounting754.9★ (178)Minneapolis, 11 mi away—
3Summit Investment Advisors725.0★ (152)Roseville, 21 mi away—
4Ramsay & Associates, Ltd - CPA724.9★ (233)White Bear Lake, 25 mi awayMost reviews
5Pine Grove Financial Group715.0★ (77)Woodbury, 16 mi away—
6Savant Wealth Management714.9★ (76)Saint Paul, 15 mi away—
7Legacy Capital Group705.0★ (56)Edina, 13 mi away—
8TruMix Advisors694.8★ (51)Bloomington, 13 mi away—
9Kyle Krusenstjerna - Northwestern Mutual694.9★ (45)Edina, 13 mi away—
10Webb Financial Group - Wealth Management695.0★ (35)Bloomington, 12 mi away—

All 277 financial planners in Rosemount, 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 Rosemount

    #1 Hance Financial, LLC

    Based in Bloomington, 13 mi away

    75/100RFA Score

    Ranked #1 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
    View profile for Hance Financial, LLC(952) 445-6482

  2. #2 Nuccio Group Accounting

    Based in Minneapolis, 11 mi away

    75/100RFA Score

    Ranked #2 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
    View profile for Nuccio Group Accounting(612) 261-7487

  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

  7. #7 Legacy Capital Group

    Based in Edina, 13 mi away

    70/100RFA Score

    Ranked #7 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
    View profile for Legacy Capital Group(952) 806-9684

  8. #8 TruMix Advisors

    Based in Bloomington, 13 mi away

    69/100RFA Score

    Ranked #8 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
    View profile for TruMix Advisors(952) 222-8286

  11. #11 Think Bank

    Based in Apple Valley, 3 mi away

    69/100RFA Score

    Ranked #11 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
    View profile for Think Bank(800) 288-3425

  13. #13 Quarry Hill Advisors

    Based in Saint Paul, 15 mi away

    69/100RFA Score

    Ranked #13 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

  15. #15 Mischke Financial Group

    Based in Eagan, 7 mi away

    68/100RFA Score

    Ranked #15 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
    View profile for Mischke Financial Group(651) 444-8888

  17. #17 Mutual of Omaha Mortgage

    Based in Mendota Heights, 10 mi away

    68/100RFA Score

    Ranked #17 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
    View profile for Mutual of Omaha Mortgage(651) 255-6501

  18. #18 Beacon Pointe Advisors

    Based in Inver Grove Heights, 18 mi away

    68/100RFA Score

    Ranked #18 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

  19. #19 Beacon Pointe Advisors

    Based in Farmington, 6 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    20700 Chippendale Ave W Ste 9, Farmington, MN 55024
    View profile for Beacon Pointe Advisors(651) 463-1010

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

financial planners in Rosemount, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26New Horizons Boutique Financial Services LLC675.0★ (29)18 mi
27Think Bank663.7★ (36)5 mi
28Paladin Financial665.0★ (39)23 mi
29Associated Bank663.8★ (36)7 mi
30Brandon Hoium - Thrivent665.0★ (14)9 mi
31First Command Financial Advisor - Travis Sundvall664.9★ (15)10 mi
32Bear Market Financial Services664.8★ (47)23 mi
33Neighborhood Development Alliance664.5★ (26)14 mi
34Kusske Financial, Inc.665.0★ (11)8 mi
35The Servion Group663.9★ (222)22 mi
36Fidelity Investments664.4★ (39)17 mi
37Heimdal Tax & Financial Services664.0★ (22)8 mi
38Fundamental Wealth Designs664.8★ (42)24 mi
39Peter Fleming - Edelman Financial Engines665.0★ (29)22 mi
40Old National Bank663.7★ (20)5 mi
41Guide Financial Planning, LLC655.0★ (28)22 mi
42Principal Preservation Services654.9★ (22)17 mi
43Buddy Martin - COUNTRY Financial Agent655.0★ (21)18 mi
44Bank of America Financial Center654.0★ (35)13 mi
45ECA Marketing Inc654.7★ (25)18 mi
46Bank of America (with Drive-thru ATM)653.2★ (53)5 mi
47Voyageur Financial655.0★ (13)14 mi
48401k Plan Professionals655.0★ (13)14 mi
49Fiat Wealth Management655.0★ (27)24 mi
50Bank of America (with Drive-thru ATM)653.6★ (36)10 mi

Also serving Rosemount

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 Rosemount
BusinessGoogle ratingDistance
Baune Financial - Northwestern Mutual - Bradley Baune5.0★ (2)7 mi
Ben Klaers - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Castle Rock Financial Planning4.0★ (2)9 mi
Diversified Wealth Management, LLCIn Rosemount
Edward Jones - Financial Advisor: Todd Grace5.0★ (2)In Rosemount
Eva Stukenberg - Thrivent5.0★ (2)11 mi
Executive Financial Services Inc.5.0★ (2)11 mi
Focus Financial5.0★ (2)8 mi
Frandsen Bank & Trust3.7★ (6)In Rosemount
Josh Malwitz - Thrivent5.0★ (2)8 mi
Kai Bertilrud - Thrivent5.0★ (2)5 mi
NorthStar Financial Partners5.0★ (2)9 mi
Prudential - Amy NielsenIn Rosemount
Scot Kretzschmar - Thrivent3.0★ (2)9 mi
Shine Wealth - Ameriprise Financial Services, LLC3.0★ (2)8 mi
Sloan Financial Solutions, LLC5.0★ (2)8 mi
Trivas Financial Group5.0★ (2)In Rosemount
Vermillion Wealth ManagementIn Rosemount
Walter Pickup5.0★ (2)8 mi
Wealth Enhancement Group5.0★ (2)4 mi

How we ranked Rosemount financial planners

We scored 277 Rosemount 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 Rosemount 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 Rosemount: frequently asked questions

Which financial planner has the highest RFA Score in Rosemount?

By RFA Score, the highest-ranked financial planner in Rosemount, MN is Hance Financial, LLC with an RFA Score of 75/100. It has 5.0★ from 172 Google reviews. Nuccio Group Accounting (#2) and Summit Investment Advisors (#3) follow. We ranked 277 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Rosemount?

RankedFinancialAdvisors ranks 277 financial planners serving Rosemount, MN. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Rosemount work on weekends?

37 of 277 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Think Bank (#11) and Smart Life Financial (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rosemount financial planners have?

The median Google rating among 277 rated financial planners in Rosemount is 4.8★, with a median of 9 reviews. Ramsay & Associates, Ltd - CPA has the most, 233 reviews, and ranks #4. 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 Rosemount count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 277 financial planners serving Rosemount.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Rosemount pages