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Best Financial Advisors in Bismarck

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Bismarck, ND
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Bismarck, ND

Why choose this provider?

Need help contacting a Financial Advisor in Bismarck? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
2525 E Rosser Ave Suite 4, Bismarck, ND 58501
  • Certified Financial Planner (CFP)

Why choose this provider?

Solid Rock Financial Group is a firm has been serving Bismarck and its surrounding communities since 2009. It educates and assists individuals in a wide variety of financial matters, including wealth accumulation and retirement distribution strategies. The planning process involves an initial consultation, unpacking clients' goals, customizing the strategies, and maximizing their portfolio. Its CEO, John Dwyer, is a recipient of the GAMA Silver International Management Award. He also serves on the field advisory board of Ohio National.

Website
931 S. Washington St., Suite 1, Bismarck, ND 58504
  • Certified Financial Planner (CFP)

Why choose this provider?

Keystone Wealth Partners caters to customers in the Bismarck metro and the surrounding areas. Its team of accountants, attorneys, and financial planners helps clients build, manage, and protect clients' finances by offering various services. These include estate planning, tax planning and preparation, and wealth management. John T. Hagensen, the managing director, is a member of the Financial Planning Association. He holds different designations, such as Certified Financial Planner, Certified Estate and Trust Specialist, and Certified Tax Specialist.

License Verified:

License: 171811

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1000 Tacoma Ave Suite #200, Bismarck, ND 58504
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Capital City Wealth Management is a veteran-owned and locally owned firm that serves the residents of Bismarck and the surrounding areas. Its team of professionals provides retirement planning services, which include risk analysis, investment planning, and estate planning. It also assists clients with their Social Security and healthcare strategies. Founder Benjamin Brandt is a Certified Financial Planner. He has been featured in media outlets such as CNBC, Forbes, Business Insider, The Huffington Post, and ClarkHoward.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
919 South 7th St Suite 307, Bismarck, ND 58504
  • Certified Financial Planner (CFP)

Why choose this provider?

Fleischer & Johnson Wealth Management has served individuals and families in Bismarck since 2012. It delivers solutions to help clients achieve their financial goals, including retirement income, insurance, and estate planning. The company assists clients in creating a diversified portfolio that meets their financial objectives. It also counsels clients who wish to connect their assets with their principles through its biblically-based counseling and investments service. Erik A. Johnson, the firm's founding partner, is a Certified Financial Planner and an Accredited Investment Fiduciary.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
600 South 2nd St. Suite #155, Bismarck, ND 58504
  • Certified Financial Planner (CFP)

Why choose this provider?

Capital City Wealth Management, Inc., offers advisory and planning services to the people of Bismarck and the surrounding areas. The company's founder and president, Benjamin Brandt, is a Certified Financial Planner who works with clients seeking advice and assistance for their retirement preparation. He meets clients across the country through the use of web-based technology, conducting remote consultation and finance discussions. Brandt has been featured in a number of online articles, including Forbes and Business Insider.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
419 Riverwood Dr Ste 102, Bismarck, ND 58504
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Diversified Wealth Management represents both small businesses and individuals throughout Bismarck. The firm provides a wide variety of services, such as estate conservation and planning, education strategies, investment advisory and management, long-term care insurance, and business planning. It extends its services to those in need of IRAs and 401(k) retirement plans. Its team of independent financial advisors also serves clients in South Dakota, Wisconsin, and Minnesota. Diversified Wealth Management is a member of the Independent Financial Advisor's Consortium.

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the requirements for people in Bismarck to withdraw from their Roth account tax-free?

    For people in Bismarck to proceed with tax-free Roth withdrawals, there are certain requirements to be met:

    • The owner of the account must be at least 59 and a half years old.

    • The owner of the account must have owned the Roth account for five years. Note that a Roth account within an employer plan is not counted in the five-year requirement for a Roth IRA, and vice versa.

    • Each Roth conversion is subject to a separate five-year timeline, requiring each converted amount to stay within the Roth account for five years before clearing off a penalty upon withdrawal. The account owner can avoid the five-year clock if they qualify for an exception to the early withdrawal penalty.

  • When can an individual in Bismarck claim their Social Security benefit?

    The earliest an individual in Bismarck can claim their Social Security benefit is at the age of 62. People have the choice to delay claiming until the age of 70. The actual benefit amount one can receive varies depending on whether you claim your benefit at normal retirement age or at a different time.

  • Is it beneficial for an individual in Bismarck to delay claiming their Social Security benefit?

    Yes. It is better to claim a Social Security benefit in Bismarck if you are past your normal retirement age. If you claim past your normal retirement age, you can receive an increase of 0.67% per month or 8% annually on your benefit. If you claim your benefit at the age of 70, you can receive a benefit equal to 124% of your primary insurance amount, which is 24% higher than what you can get at the age of 67.

  • Can you claim benefits on your spouse's records in Bismarck?

    Individuals in Bismarck can claim spousal benefits based on the work record of their spouse if they have been married for at least one year. Note that spousal benefits are available even if the person does not have a Social Security work record of their own. The spouse who is not working can qualify strictly based on the record of the spouse who is working.

  • How do you qualify for spousal benefits in Bismarck?

    To qualify for spousal benefits in Bismarck, the person claiming spousal benefits must be 62 years old. Their spouse should also have already claimed their Social Security benefit. The spousal benefit may take home as much as 50% of their spouse's primary insurance account. Note that the spousal benefit will be reduced if an individual takes their spousal benefit prior to reaching their normal retirement age.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.