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Financial Advisors

CASTALIAN PARTNERS, LLC

Financial Advisor serving Excelsior, Minnesota · 1 of 6 financial advisors in the area

📍 202 WATER STREET, Excelsior, Minnesota
📞 615-852-••••
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📍 202 WATER STREET, Excelsior, Minnesota

About CASTALIAN PARTNERS, LLC

CASTALIAN PARTNERS, LLC is a financial advisor located in Excelsior, Minnesota. As a local financial advisor, they serve Excelsior and surrounding communities in Minnesota. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Excelsior should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Minnesota securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Excelsior

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Excelsior may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Excelsior

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Excelsior?
Financial Advisors in Excelsior typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Excelsior?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 6 financial advisors in Excelsior to choose from.
Does CASTALIAN PARTNERS, LLC offer free quotes?
Contact CASTALIAN PARTNERS, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Excelsior

EXCELSIOR INVESTORS

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EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

21960 MINNETONKA BLVD, SUITE 210, EXCELSIOR, MN 55331

LOCORR FUND MANAGEMENT, LLC

687 EXCELSIOR BLVD, EXCELSIOR, MN 55331

STEBEN & COMPANY, LLC

687 EXCELSIOR BLVD., EXCELSIOR, MN 55331

MODUS ADVISORS, LLC

23505 SMITHTOWN ROAD