Fiduciary advisors in North Dakota

9registered advisers
9fee-only verified

North Dakota's 9 SEC-registered fiduciary advisors operate in one of the smallest advisory markets in the country. All 9 are fee-only. The Bakken oil boom created a brief surge of wealth in the western part of the state, and the planning needs it generated -- mineral rights, royalty income, boom-bust cash flow management -- persist.

Cities

Bismarck1Fargo5Grand Forks2Minot1

Top advisors

BRADY MARTZ WEALTH SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Forks, North DakotaCRD #331043
Typical Fee--
AUM$795M
Minimum--
Clients1,046

CAPITAL CITY WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bismarck, North DakotaCRD #172199
Typical Fee1.50%
AUM$130M
Minimum$1M
Clients298

FINANCIAL STRATEGIES GROUP

Fee-OnlyAlso Compensated via Product Sales
Fargo, North DakotaCRD #122030
Typical Fee--
AUM$189M
Minimum--
Clients1,346

FJELL CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fargo, North DakotaCRD #327541
Typical Fee--
AUM$157M
Minimum--
Clients638

JOHNSON WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Grand Forks, North DakotaCRD #123105
Typical Fee--
AUM$257M
Minimum--
Clients508

LIGHT FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fargo, North DakotaCRD #131678
Typical Fee--
AUM$145M
Minimum--
Clients1,632

PRAIRIEWOOD WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fargo, North DakotaCRD #149007
Typical Fee--
AUM$365M
Minimum--
Clients1,201

VIKING FUND MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minot, North DakotaCRD #107927
Typical Fee--
AUM$950M
Minimum--
Clients12

WEALTH FORWARD, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fargo, North DakotaCRD #159467
Typical Fee--
AUM$197M
Minimum--
Clients965
Fiduciary Financial Advisors in North Dakota | FiduciaryListings