All Terrain Financial Advisors fees and pricing
Financial planner in Coon Rapids, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 31, 2026, All Terrain Financial Advisors charges $250 an hour and a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For Planning Fee services, any refund of pre-paid fees will be calculated based on the amount of time spent by ATFA and multiplied by the hourly rate of $250 per hour.”
- Flat or project fee
- $20,000
“Type One-time Fixed Flat Fee Maximum Fee Payable $20,000 Fees are generally due and payable upon execution of the advisory agreement with ATFA, unless otherwise negotiated.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How All Terrain Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are not based on a share of capital gains or capital appreciation of assets.”
- “Assets Under Management/ Advisement Fee (“Percentage Fee”) Typically, clients will pay ATFA a Percentage Fee based on asset values in advance.”
- “Type Ongoing Fixed Fee (annual) Maximum Fee Payable Fees are due and payable in four equal No Maximum- will not exceed calendar quarterly installments.”
How All Terrain Financial Advisors’ fees compare
- Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Coon Rapids that publish an hourly rate charge less.
- Its flat or project fee of $20,000 is above the Minnesota median of $5,250. 88% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About All Terrain Financial Advisors
- Firm size: 4 employees.
- Registered as an adviser: 2016 (10 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
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 190
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $379,178,566
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286683
- Phone
- (612) 216-3501
Can advise clients in 7 states: Colorado, Florida, Louisiana, Minnesota, Nebraska, Texas, Wisconsin
Other planners in Coon Rapids that publish fees
- FFP Wealth Management, LLCCoon Rapids$250/hr
- Lifestage Wealth Management, Inc.Coon Rapids$100-$200/hr
- 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
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.