All Star Financial fees and pricing
Financial planner in Minneapolis, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 6, 2026, All Star Financial charges a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000
“- 4All Star Financial FIXED FEES Financial Planning Services are offered based on a negotiable fixed fee of no more than $25,000 based on complexity and unique client needs as well as the extent of the asset holdings.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How All Star Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the opening of business on the first business day of each quarter.”
- “Clients must consent in advance to direct debiting of their investment account for the quarterly asset management fees.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How All Star Financial’s fees compare
- Its flat or project fee of $25,000 is above the Minnesota median of $5,250. 90% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 12 of the 14 other planners in Minneapolis that publish a flat or project fee charge less.
About All Star Financial
- Principal: Robert J. Klefsaas
- Firm size: 14 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 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, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 541
- Employees
- 14
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $881,693,500
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323765
- Phone
- (952) 896-3820
Can advise clients in 6 states: California, Florida, Minnesota, North Dakota, Texas, Wisconsin
Other planners in Minneapolis that publish fees
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
- Adaptive Financial Design LLCMinneapolis$1,000, $200-$500/mo
- 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.