Abbey Street fees and pricing
Financial planner in Eden Prairie, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Abbey Street charges a monthly fee of $250-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $250-$1,000/mo
“Our fee for standalone financial planning is $250-$1,000 per month depending on the complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abbey Street bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, Retirement Plan Consulting fees are billed on a quarterly basis in advance and in some circumstances in arrears each calendar quarter, as specified by agreement.”
- “In some rare cases, these fees are billed as of month end, as specific by agreement.”
- “For Private Wealth Services, the annual fee is prorated and charged monthly, in advance, based on the market 6 value of the assets managed on the last day of the previous month.”
About Abbey Street
“Abbey Street is committed to independence, practiced advice, and creating a positive experience for the clients we serve – providing advisory and consulting services for (1) Corporate Retirement Plans and (2) Private Family & Multigenerational Wealth.”
- Firm size: 13 employees.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 138
- Employees
- 13
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $375,395,430
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305107
- Phone
- (952) 224-7272
Can advise clients in 5 states: Florida, Minnesota, Oregon, Texas, Wisconsin
Other planners in Eden Prairie that publish fees
- Boulay WealthEden Prairie$150-$450/hr, $10,000-$50,000
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.