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Financial Planners in Waconia, MN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Waconia: Hance Financial, LLC, RFA Score 73/100; 5.0★ from 172 Google reviews.

  2. 2

    Most-reviewed: Nuccio Group Accounting, 178 Google reviews at 4.9★, the most of 157 ranked; ranked #2.

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

157 Waconia financial planners are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 157 rated firms.

Top 10 financial planners in Waconia 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 Waconia at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Hance Financial, LLC735.0★ (172)Bloomington, 23 mi awayTop score
2Nuccio Group Accounting724.9★ (178)Minneapolis, 24 mi awayMost reviews
3Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.)715.0★ (105)Maple Grove, 24 mi away—
4Tonya Sample - New American Funding715.0★ (95)Maple Grove, 24 mi away—
5360 Financial - Wayzata705.0★ (46)Chanhassen, 16 mi away—
6All Things Annuity694.8★ (62)Plymouth, 20 mi away—
7Legacy Capital Group695.0★ (56)Edina, 23 mi away—
8Bear Market Financial Services694.8★ (47)Plymouth, 18 mi away—
9American Senior Benefits694.8★ (64)Maple Grove, 23 mi away—
10Fiat Wealth Management685.0★ (27)Minnetonka Mills, 17 mi away—

All 157 financial planners in Waconia, 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 Waconia

    #1 Hance Financial, LLC

    Based in Bloomington, 23 mi away

    73/100RFA 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, 24 mi away

    72/100RFA 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 All Things Annuity

    Based in Plymouth, 20 mi away

    69/100RFA Score

    Ranked #6 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

  7. #7 Legacy Capital Group

    Based in Edina, 23 mi away

    69/100RFA 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

  10. #10 Fiat Wealth Management

    Based in Minnetonka Mills, 17 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1905 Wayzata Blvd E Ste 320, Wayzata, MN 55391
    View profile for Fiat Wealth Management(952) 426-9116

  11. #11 TruMix Advisors

    Based in Bloomington, 23 mi away

    68/100RFA Score

    Ranked #11 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

  16. #16 ECA Marketing Inc

    Based in Eden Prairie, 16 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.7★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 25 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    7800 Equitable Dr Ste 200, Eden Prairie, MN 55344
    View profile for ECA Marketing Inc(800) 356-4189

  17. #17 ClearPath Wealth Advisors

    Based in Minnetonka, 18 mi away

    67/100RFA 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–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    130 Cheshire Ln Ste. 130, Minnetonka, MN 55305
    View profile for ClearPath Wealth Advisors(952) 406-8011

  18. #18 Cerity Partners

    Based in Plymouth, 20 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3033 Campus Dr n145, Plymouth, MN 55441
    View profile for Cerity Partners(763) 432-7875

  19. #19 Strategic Wealth Group

    Based in Eden Prairie, 15 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7820 Terrey Pine Ct #200, Eden Prairie, MN 55347
    View profile for Strategic Wealth Group(952) 843-4944

  22. #22 Prosperwell Financial

    Based in Minnetonka, 17 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 19 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    4300 Baker Rd, Minnetonka, MN 55343
    View profile for Prosperwell Financial(763) 231-9510

  23. #23 WaterRock Financial

    Based in Chanhassen, 11 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7935 Stone Creek Dr Ste 110, Chanhassen, MN 55317
    View profile for WaterRock Financial(612) 568-2880

  25. #25 Old National Bank

    Based in Waconia

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.5★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    53 W Main St, Waconia, MN 55387
    View profile for Old National Bank(952) 229-0518

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

financial planners in Waconia, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Guardian Resources - Minneapolis Financial Advisor and Wealth Management654.8★ (17)20 mi
27Flames Financial Planning655.0★ (18)23 mi
287th Street Financial655.0★ (6)10 mi
29Salt Financial655.0★ (12)18 mi
30BMO Bank N.A Branches654.1★ (19)18 mi
31Lundeen Abrams Advisors654.7★ (13)19 mi
32401k Plan Professionals645.0★ (13)21 mi
33Voyageur Financial645.0★ (13)21 mi
34Riverstone Financial Group645.0★ (14)23 mi
35Lion's Wealth Management645.0★ (14)23 mi
36LGH Wealth Management645.0★ (11)21 mi
37Trailhead Planners645.0★ (11)21 mi
38Brandon Hoium - Thrivent645.0★ (14)24 mi
39Income Planning Group644.7★ (10)19 mi
40North Edge Wealth645.0★ (3)9 mi
41The Wealth Group - Austin B. Colby & Associates | Eden Prairie, MN645.0★ (6)16 mi
42Cash Balance Actuaries, LLC643.7★ (3)8 mi
43Guardian Wealth Strategies Fiduciary & Financial Planning645.0★ (11)22 mi
44Bank of America (with Drive-thru ATM)643.6★ (19)17 mi
45Old National Bank643.0★ (24)12 mi
46Boulay633.9★ (12)18 mi
47Bernicke Wealth Management634.9★ (8)20 mi
48Perspective 6 Wealth Advisors635.0★ (8)20 mi
49Associated Bank633.9★ (35)25 mi
50BMO Bank N.A Branches632.7★ (13)12 mi

Also serving Waconia

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 Waconia
BusinessGoogle ratingDistance
Adrian Huang - ThriventIn Waconia
Daniel Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Waconia
Edward Jones - Financial Advisor: Andrew JonesIn Waconia
Edward Jones - Financial Advisor: Dale R Copeman4.0★ (1)In Waconia
Edward Jones - Financial Advisor: Jamie PedersonIn Waconia
Edward Jones - Financial Advisor: Lauren Williams-Kirsch, CEPA®|WMCP®In Waconia
Edward Jones - Financial Advisor: Margaret Runke, CFP®|CEPA®|AAMS®4.0★ (1)In Waconia
Edward Jones - Financial Advisor: Ryan D Pederson5.0★ (2)In Waconia
Edward Jones - Financial Advisor: Susan Pauling5.0★ (1)In Waconia
Focus Financial Network IncIn Waconia
Harris Wealth Partners - Ameriprise Financial Services, LLCIn Waconia
Huebner Financial PlanningIn Waconia
Jack O'Brien - ThriventIn Waconia
Jason Smith - Prudential Financial4.5★ (2)In Waconia
Jessica Hess - ThriventIn Waconia
Joe Faulkner - Associate Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Waconia
John Savoie - Old National Wealth AdvisorsIn Waconia
Martin Cole - Thrivent5.0★ (1)In Waconia
Peter Hess - ThriventIn Waconia
The Financial Planning Co.5.0★ (2)In Waconia

How we ranked Waconia financial planners

We scored 157 Waconia 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 Waconia 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 Waconia: frequently asked questions

Which financial planner has the highest RFA Score in Waconia?

By RFA Score, the highest-ranked financial planner in Waconia, MN is Hance Financial, LLC with an RFA Score of 73/100. It has 5.0★ from 172 Google reviews. Nuccio Group Accounting (#2) and Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.) (#3) follow. We ranked 157 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Waconia?

RankedFinancialAdvisors ranks 157 financial planners serving Waconia, MN. 1 of them is based in Waconia; 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 Waconia work on weekends?

18 of 157 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Old National Bank (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Waconia financial planners have?

The median Google rating among 157 rated financial planners in Waconia is 4.9★, with a median of 7 reviews. Nuccio Group Accounting has the most, 178 reviews, and ranks #2. 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 Waconia count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 157 financial planners serving Waconia.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Waconia pages