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Top Financial Advisors in Arden Hills, MN

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Arden Hills, Minnesota

Because finding the right financial advisor firm can often be difficult, we’ve formed a review of the top financial advisor firms in the Arden Hills area. Though we considered things like each firm’s advisory services, fee structure, investment strategies and client base, we ranked our results according to assets under management (AUM). You can also use SmartAsset’s free financial advisor matching tool to connect with up to three advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Financial Dimensions Group, Inc. Financial Dimensions Group, Inc. logo Find an Advisor

Read Review

$2,216,585,704 Varies based on account type
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
2 Pitzl Financial Pitzl Financial logo Find an Advisor

Read Review

$278,384,301 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

What We Use in Our Methodology

To find the top financial advisors in Arden Hills, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Financial Dimensions Group

Topping our list is a fee-based firm called Financial Dimensions Group (FDG). This firm's client base consists of mostly non-high-net-worth individuals, as well as high-net-worth individuals, retirement plans, charitable organizations and businesses. Each client must meet a minimum account size, with requirements typically ranging from $5,500 to $50,000, depending on the program or portfolio model.

In providing advisory services, this firm mainly charges asset-based fees, hourly fees and fixed fees, but some advisors can also earn commissions or additional compensation from investment or insurance products. This can create a potential conflict of interest, but the firm's fiduciary duty requires it to act in clients' best interests at all times.

The firm’s team offers various industry credentials, including the certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered retirement planning counselor (CRPC), certified kingdom advisor (CKA) and certified divorce financial analyst (CDFA) designations.

Financial Dimensions Group Background

Financial Dimensions Group was founded in 1995, and its owners are Gregg R. Anderson and Gloria J. Pozzini. The duo still works at and manages the firm.

As for advisory services, the full-service financial firm provides portfolio management, financial planning, pension consulting, tax management, estate conservation and insurance and annuity products.

Financial Dimensions Group Investment Strategy

FDG says on its firm brochure that it focuses on strategic long-term investing. In analyzing securities and offering investment advice, the firm primarily uses fundamental analysis and technical analysis.

The firm mainly utilizes open-ended mutual funds and exchange-traded funds (ETFs). Its asset management services consist of the following three programs: VISION2020 Wealth Management Program – Advisor Managed Portfolios, VISION2020 Wealth Management Program – Genesis Model Portfolios Program and the VISION2020 Wealth Management Program – SMA and UMA Program.

Pitzl Financial

Fee-only firm Pitzl Financial is the final firm on our list. It serves a combination of non-high-net-worth and high-net-worth individuals, on top of retirement plans and businesses. The firm doesn’t specify an account minimum for prospective clients.

A trio of the advisors at Pitzl hold the certified financial planner (CFP) designation. Two other staffers hold the certified public accountant (CPA) designation.

Pitzl Financial Background

In 2014, Pitzl Financial began its operations under the ownership of managing partner Joseph D. Pitzl and partners John M. Pitzl and Daniel C. Pitzl. This group averages around 15 years of experience in the financial services industry.

Its primary advisory services include financial planning, portfolio management, pension consulting and advisor referral services. For prospective clients who have financial planning needs, the firm provides education, personal, risk, tax and cash flow, death and disability, retirement and investment planning advice.

Pitzl Financial Investment Strategy

Pitzl Financial believes in helping clients define and incorporate the appropriate amount of risk into their portfolios, capturing as much of the market returns as possible, minimizing costs, periodically rebalancing client portfolios and helping clients pursue their life’s interests, according to its website. 

The firm mainly focuses on long-term investment strategies, and it works to limit risk by practicing broad diversification among asset classes. Many of the firm’s strategies incorporate modern portfolio theory (MPT).

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.