3 advisors with offices in Plymouth. Credentials, fee structures, and minimums are disclosed on each listing.
Plymouth, Minnesota
Encore Financial is an investment advisory firm in Plymouth, Minnesota. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.
View detailsPlymouth, Minnesota
Fee-Only
Phillip James Financial is a fee-only fiduciary advisory firm in Plymouth, Minnesota, offering investment management, tax planning and preparation, retirement planning, and comprehensive financial planning services. The firm charges fees starting at 0.50% with no long-term commitments and builds personalized plans aligned with clients' goals and risk tolerance, actively monitoring and adjusting diversified portfolios as needed. As a fee-only practice, the firm receives compensation directly from clients rather than through commissions, and handles plan creation, portfolio alignment, investment monitoring, and tax strategy implementation.
View detailsPlymouth, Minnesota
Wealth Enhancement Group is an investment advisory firm in Plymouth, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 5 Google reviews.
View detailsAdvisors serving Plymouth specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Minnesota's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.