North Dakota has low income tax rates and follows federal treatment of Social Security benefits. Fargo, Bismarck, and Grand Forks host the state's advisory community. North Dakota advisors specialize in oil and gas wealth management (Bakken formation), agricultural estate planning, and retirement planning for state employees and healthcare professionals. The state's energy booms and busts create cyclical wealth that requires careful diversification and income smoothing strategies.
Bismarck, North Dakota
Fortify Financial Group, LLC is based in Bismarck, North Dakota and provides financial advisory services. The firm operates in English and holds a 5-star rating on Google based on client feedback.
View detailsBismarck, North Dakota
Creative Planning serves clients in Bismarck, North Dakota, offering estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in estate planning across its service offerings.
View detailsBismarck, North Dakota
Triton Investments, LLC is an investment management firm based in Bismarck, North Dakota, specializing in retirement planning. The firm provides investment management and retirement planning services to clients.
View detailsBismarck, North Dakota
Insurance-Based
Northwestern Mutual in Bismarck offers financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.
View detailsBismarck, North Dakota
NexGen Wealth is an investment advisory firm based in Bismarck, North Dakota, offering services to clients in English.
View detailsBismarck, North Dakota
Tom Reim Agency in Bismarck, North Dakota provides insurance analysis and investment management services, with specialties in life insurance, long-term care, and annuities. The firm focuses on insurance planning to help clients evaluate coverage needs and options. Services are available in English.
View detailsBismarck, North Dakota
Thrivent - Infinity Financial Advisors Bismarck is located in Bismarck, North Dakota and provides estate planning, financial planning, and insurance analysis services. The firm specializes in insurance planning.
View detailsBismarck, North Dakota
Energized Retirement Planners is a financial planning firm based in Bismarck, North Dakota, specializing in retirement planning. The firm provides financial planning services to clients in the region and operates primarily in English.
View detailsDickinson, North Dakota
Thrivent - Infinity Financial Advisors Dickinson, located in Dickinson, North Dakota, provides retirement planning and investment management services. The firm also offers estate planning guidance to clients.
View detailsFargo, North Dakota
Elevate Financial is a financial planning firm in Fargo, North Dakota offering insurance planning and analysis services. The firm provides financial planning alongside insurance evaluation to help clients assess their coverage needs.
View detailsFargo, North Dakota
Horizon Wealth Partners is an investment-management and wealth-management firm based in Fargo, North Dakota. The firm serves clients in English.
View detailsFargo, North Dakota
Insurance-Based
Northwestern Mutual in Fargo, North Dakota provides financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm operates on an insurance-based model and serves clients in English. It maintains a 4.4 rating based on seven Google reviews.
View detailsFargo, North Dakota
East Valley Wealth Advisors is based in Fargo, North Dakota and provides investment advisory services.
View detailsFargo, North Dakota
Fortify Financial Group, LLC is a financial advisory firm based in Fargo, North Dakota. The firm provides financial planning, investment management, and tax planning services to clients. More detailed information about service specialties, fee structures, and advisor credentials is not currently available.
View detailsFargo, North Dakota
Prime Capital Financial is located in Fargo, North Dakota and provides financial advisory services to clients in the region.
View detailsFargo, North Dakota
Fee-Only
Fjell is a fee-only fiduciary advisory firm based in Fargo, North Dakota. The firm operates on a fee-only model and is registered to act as a fiduciary. English is the primary language for client communications.
View detailsHarvey, North Dakota
Bradley Olschlager, Financial Advisor with Eagle Strategies, is based in Harvey, North Dakota. The firm provides financial planning services with specialties in retirement planning and investment management. Language services available in English.
View detailsMandan, North Dakota
Kelly Jahner, Financial Advisor provides financial planning and investment management services with a focus on retirement planning. Based in Mandan, North Dakota, the firm works with clients in English.
View detailsMandan, North Dakota
Lux Wealth Advisors is a financial planning firm based in Mandan, North Dakota, specializing in insurance planning. The firm provides financial planning and insurance analysis services to its clients.
View detailsWest Fargo, North Dakota
NorthStar Financial Group, based in West Fargo, North Dakota, provides investment management, retirement planning, and wealth management services. The firm specializes in retirement planning for its clients.
View detailsWest Fargo, North Dakota
Creative Planning, based in West Fargo, North Dakota, offers estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in estate planning and serves clients in English.
View detailsWilliston, North Dakota
Insurance-Based
Northwestern Mutual in Williston, North Dakota provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English.
View detailsThis listing shows advisory firms with offices in North Dakota. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.
If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.