Adviser Financial Group, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175⁠-⁠$200/hr

“Fee may be on an hourly basis usually between $175 and $200 per hour or a flat fee between $750 and $3,000.”

Flat or project fee

$750⁠-⁠$3,000

From the same sentence as above.

Annual fee

$500/yr

“For all annual fees greater than $500, clients receive an invoice soon after each six-month billing period has begun, so that clients are always paying fees less than six-months in advance.”

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

How Adviser Financial Group, Inc bills

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

• “All fees are negotiable with some clients paying more or less for the same services.”
• “All fees are quoted in advance of work to be performed and are negotiable.”
• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”

How Adviser Financial Group, Inc’s fees compare

• Its hourly rate of $175-$200 is below the Minnesota median of $263. 13% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$3,000 is below the Minnesota median of $5,250. 19% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Rochester that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Minnesota median of $8,050. None of the 49 other Minnesota planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Adviser Financial Group, Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1995 (31 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$750 minimum fee (stated in brochure)

Clients

100

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

115049

Website

adviserline.com (opens in new tab)

Phone

(507) 280-8897

Other planners in Rochester that publish fees

• Fortress Financial Group, LLCRochester$1,500⁠-⁠$20,000, $1,500⁠-⁠$20,000/yr
• Mako Wealth GroupRochester$350/hr, Up to $25,000
• Strategic Asset Management LLC.Rochester$500⁠-⁠$2,500
• Superior Financial, LLCRochester$300/mo

Compare all 6 planners in Rochester