Acumen Financial Advisors, LLC fees and pricing
Financial planner in Edina, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Acumen Financial Advisors, LLC charges an annual fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$10,000/yr
“Annual fees for a Financial Plan range from $500 to $10,000, depending upon the needs of the client and the complexity of the Financial Plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Acumen Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients pay a quarterly fee, in advance, based upon the market value of the assets held in their account(s) as of the last business day of the preceding calendar quarter.”
How Acumen Financial Advisors, LLC’s fees compare
- Its annual fee of $500-$10,000 spans the Minnesota median of $8,050. 43% of the 49 other Minnesota planners that publish an annual fee charge less.
- 2 of the 5 other planners in Edina that publish an annual fee charge less.
About Acumen Financial Advisors, LLC
“Acumen provides a variety of financial planning and investment management services to its clients through our Investment Adviser Representatives (“Registered Representatives”).”
- Firm size: 5 employees.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 2.5% a year
- Clients
- 220
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $465,210,861
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152748
- Phone
- (952) 521-1625
Can advise clients in 8 states: California, Colorado, Florida, Iowa, Minnesota, Ohio, Washington, Wisconsin
Other planners in Edina that publish fees
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Cahill Financial Advisors, Inc.EdinaUp to $5,000
- Contego Capital Group, Inc.Edina$500-$5,000
- Cornerstone Wealth Advisors, Inc.Edina$3,000-$40,000, $1,250/qtr
- DSG Capital Advisors, LLCEdina$125-$475/hr
- Flourish Wealth Management Inc.Edina$150-$400/hr, $7,500-$30,000
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.