Access Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Fees will be billed on an hourly basis at a rate of $250-$400 per hour, and Clients are invoiced monthly.”

Flat or project fee

$1,000

“AFS charges an initial fee for analysis and financial projections of $1,000 due upon signing the Financial Planning and Consulting Agreement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Access Financial Services, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our annual fee is assessed quarterly, in arrears.”
• “Clients will be invoiced or have their fees debited from their account in accordance with client authorization.”
• “Fees will be paid in arrears on a calendar quarter basis.”

How Access Financial Services, Inc.’s fees compare

• Its hourly rate of $250-$400 spans the Minnesota median of $263. 67% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 8 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Minnesota median of $5,250. 4% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Minneapolis that publish a flat or project fee charge less.

About Access Financial Services, Inc.

• Firm size: 10 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

318

Employees

10

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$437,789,551

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115361

Website

accessafs.com (opens in new tab)

Phone

(952) 885-2732

Can advise clients in 6 states: Arizona, California, Florida, Minnesota, Texas, Wisconsin

Other planners in Minneapolis that publish fees

• Adaptive Financial Design LLCMinneapolis$1,000, $200⁠-⁠$500/mo
• All Star FinancialMinneapolis$25,000
• Allodium Investment Consultants, LLCMinneapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
• Bernstein Financial AdvisoryMinneapolis$250/hr
• Crafted Wealth ManagementMinneapolis$300⁠-⁠$500/hr, $1,000⁠-⁠$5,000

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