Affiance Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$25,000

“Client Engagements may be subject to a one-time fee ranging from $500 to $25,000, based on time and complexity.”

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

How Affiance Financial LLC bills

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

• “Our fees are payable in advance on a quarterly basis and based upon the market value of the assets on the last day of the previous quarter.”
• “If the agreement is terminated prior to the end of a service period, our fee will be prorated through the date of termination and any remaining balance will be refunded to the client within 30 business days.”
• “Enhancing the following skills o Problem solving o Decision making o Communication style The fee for initial client engagements is payable upon signing a Financial Planning Agreement.”

How Affiance Financial LLC’s fees compare

• Its flat or project fee of $500-$25,000 spans the Minnesota median of $5,250. 77% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in St. Louis Park that publish a flat or project fee charge less.

About Affiance Financial LLC

• Firm size: 25 employees.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

1,178

Employees

25

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$1,371,764,900

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

113200

Website

affiancefinancial.com (opens in new tab)

Phone

(952) 544-9818

Can advise clients in 26 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in St. Louis Park that publish fees

• Captar Private WealthSt. Louis Park$500⁠-⁠$100,000
• Carson CapitalSt. Louis Park$1,000/hr, $50,000
• Guardian Wealth Advisors, LLCSt Louis Park$325/hr
• Hauge Wealth Management, LLCSt. Louis Park$10,000
• Heartworth Financial LLCSt Louis Park$350/hr, $600⁠-⁠$1,200
• Secured Retirement Advisors, LLCSt Louis Park$500/hr, $500⁠-⁠$25,000

Compare all 8 planners in St. Louis Park