Ais Planning fees and pricing
Financial planner in St. Cloud, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Ais Planning charges $300 an hour, a monthly fee of $200, and a quarterly fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our minimum engagement fee is $300/hour, with a minimum of $1,800.”
- Monthly fee
- $200/mo
“If a client chooses our financial planning offering, AIS Planning charges a fixed fee, which generally ranges from $200/month for lower net worth/less complex clients to $15,000/quarter for higher net worth/more complex clients.”
- Quarterly fee
- $15,000/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ais Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At the inception of a client relationship, AIS Planning generally charges a maximum negotiable fee of up to $10,000, which covers the initial onboarding process.”
- “Fees are payable upon execution of the financial services agreement.”
- “The exact fee payable by the client will be clearly set forth in the executed agreement.”
How Ais Planning’s fees compare
- Its hourly rate of $300 is above the Minnesota median of $263. 54% of the 115 other Minnesota planners that publish an hourly rate charge less.
About Ais Planning
“Currently, we offer financial planning, investment management, and qualified retirement plan consulting services personalized to each client.”
- Firm size: 13 employees.
- Registered as an adviser: 2025.
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% a year
- Minimum
- $300 minimum fee (stated in brochure)
- Clients
- 496
- Employees
- 13
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $590,985,738
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148821
- Phone
- (320) 252-6552
Can advise clients in 4 states: Arizona, Florida, Minnesota, Texas
Other planners in Minnesota that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.