Best Financial Advisors in WOODBURY, Minnesota
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WOODBURY
ENSPYRE WEALTH ADVISORS, INC.
WOODBURY, MN · Since 2019
BALLAST ADVISORS, LLC
WOODBURY, MN · Since 2017
PINE GROVE FINANCIAL GROUP
WOODBURY, MN · Since 2020
LEGACY WEALTH
WOODBURY, MN · Since 2020
TRUE VISION FINANCIAL ADVISORS
WOODBURY, MN · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in WOODBURY?
The median advisory fee in WOODBURY, MN is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.