Financial Advisors in Stillwater MN

---

Currently, there are no "fee-only" financial advisors servicing the Stillwater, MN, area.  Remarkably, few financial advisors are "fee-only."  It is only about 1.5% of the financial advisors in the US.  The 1.5% of genuinely independent fiduciary financial advisors can become members of The National Association of Personal Financial Advisors (NAPFA).  The main difference between fee-only advisors and fee-based advisors is that fee-only advisors earn no additional compensation beyond the fee that is paid to them by clients, whereas fee-based advisors may also earn commissions on the sale of certain products and receive fees from the financial products in addition to receiving payments from clients.  That distinction may seem small, but having the right compensation incentives aligns the advisor's interest with the client's.  

Those who build a fee-only financial advisory practice must have unwavering principles to seek the client's best interest and are willing to let go of easy career and business building opportunities while hanging onto the coattails of big financial advisory corporations like Merrill Lynch or Ameriprise Financial, etc... And most importantly fee-only financial advisors are not influenced by their employer's profit motivations.  Broker-dealers like Merrill Lynch are held to a less stringent suitability standard, which only requires that the advisor's advice is suitable for the client's needs at that particular time.  In fact, they are not "fiduciary" financial advisors as defined by the government.  

We have been blessed to serve several Stillwater and Bayport area clients.  We sometimes visit their homes and are struck by the area's beauty.  We frequently use Gateway and Brown's Creek state trails to visit Stillwater, MN.  We also find ourselves using Highway 36 just about every week to visit our favorite lakes in Wisconsin and the ski hills at Trollhaugen.  Despite our home being located in Saint Paul, the Walmart Supercenter near Stillwater became our go-to grocery store.  We don't know when we will settle in the Stillwater area to be our permanent home.  But we do know that we would be thrilled to be the premier financial advisors in the Stillwater, Minnesota, area.  Maybe having more clients in this area will justify us moving our home there permanently.  In the meantime, you may find us, Ujae and Sarah, and their four sons biking around downtown Stillwater all on Cannondale trail bikes.  

Being Financial Advisory Specialists in such a beautiful part of the country, Stillwater, MN, gives us a sense of joy and pride every time we visit the area for business or recreation.  

We have a client meeting location in the University Club of Saint Paul. 

UAK Diversified LLC

The University Club of Saint Paul

420 Summit Ave, 

St Paul, MN 55102  

Please use the "Click to Schedule" button below to schedule an appointment.  

Or call us at 763-355-2337.