LEGACY WEALTH

Name: LEGACY WEALTH
Address: 683 BIELENBERG DRIVE, WOODBURY, MN 55125, woodbury, MN, US
Telephone: (651) 621-2383
Price range: $0.5–$2 % of assets/year

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

📍 683 BIELENBERG DRIVE, WOODBURY, MN 55125

📞 (651) 621-••••

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📍 683 BIELENBERG DRIVE, WOODBURY, MN 55125

About LEGACY WEALTH

LEGACY WEALTH is a financial advisor located in Woodbury, Minnesota. As a local financial advisor, they serve Woodbury and surrounding communities in Minnesota. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Woodbury 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 Woodbury

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Woodbury may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Woodbury

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Woodbury?

Financial Advisors in Woodbury 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 Woodbury?

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 Woodbury to choose from.

Does LEGACY WEALTH offer free quotes?

Contact LEGACY WEALTH directly to ask about free estimates. You can also request a quote through ProHorizon.

LEGACY WEALTH

About LEGACY WEALTH

💰 What Financial Advisors Cost in Woodbury

Get a Free Quote from LEGACY WEALTH

✅ Tips for Hiring Financial Advisors in Woodbury

Frequently Asked Questions

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