Allodium Investment Consultants, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“These fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis and/or from $200 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the fiduciary consulting services.”

Flat or project fee

$2,500⁠-⁠$50,000

From the same sentence as above.

Annual fee

$50,000⁠-⁠$100,000/yr

“For clients under Allodium’s Investment Management Consulting Agreement, Allodium typically charges an annual retainer fee between $50,000 and $100,000 based on complexity of the relationship and the services requested.”

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

How Allodium Investment Consultants, LLC bills

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

• “For clients under Allodium’s Wealth Management or Fiduciary Management Agreements, Allodium’s annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Allodium on the last day of the previous quarter.”
• “This fee is prorated and charged quarterly in advance.”
• “Allodium requires one-half of the fee (estimated hourly or fixed) payable upon entering the written Agreement.”

How Allodium Investment Consultants, LLC’s fees compare

• Its hourly rate of $200-$500 spans the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 9 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the Minnesota median of $5,250. 93% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 13 of the 14 other planners in Minneapolis that publish a flat or project fee charge less.
• Its annual fee of $50,000-$100,000 is above the Minnesota median of $8,050. 100% of the 49 other Minnesota planners that publish an annual fee charge less.
• 10 of the 10 other planners in Minneapolis that publish an annual fee charge less.

About Allodium Investment Consultants, LLC

• Firm size: 12 employees.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• 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

1% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

266

Employees

12

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$576,759,336

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

135812

Website

allodium.com (opens in new tab)

Phone

(612) 230-3700

Can advise clients in 6 states: Colorado, Illinois, Minnesota, Missouri, 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
• All Star FinancialMinneapolis$25,000
• Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
• Bernstein Financial AdvisoryMinneapolis$250/hr
• Crafted Wealth ManagementMinneapolis$300⁠-⁠$500/hr, $1,000⁠-⁠$5,000

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