Adaptive Financial Design LLC fees and pricing
Financial planner in Minneapolis, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Adaptive Financial Design LLC charges a flat or project fee of $1,000 and a monthly fee of $200-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid monthly, in advance, at a range of $200 - $500 per month.”
- Monthly fee
- $200-$500/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adaptive Financial Design LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fees are negotiable, at the firms sole discretion depending on individual client circumstances.”
- “The annual fees are negotiable, pro-rated and paid in advance on a monthly basis.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check or credit card.”
How Adaptive Financial Design LLC’s fees compare
- 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 Adaptive Financial Design LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
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
- 1.25% a year
- Clients
- 34
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $14,210,959
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326822
- Phone
- (612) 483-9950
Other planners in Minneapolis that publish fees
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
- 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
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.