Aquinas Capital Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 10, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“If the Client cancels after five (5) business days, but before delivery or completion, Client is due a pro-rata refund based on the hours of work expended by ACA at a fee of $125 per hour.”

Flat or project fee

$250⁠-⁠$2,000

“Services are offered based on a flat fee between $250 and $2,000.”

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

How Aquinas Capital Advisors LLC bills

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

• “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the Client prior to signing an agreement.”
• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of each month.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Aquinas Capital Advisors LLC’s fees compare

• Its hourly rate of $125 is below the Minnesota median of $263. 3% of the 115 other Minnesota planners that publish an hourly rate charge less.
• None of the 2 other planners in Blaine that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,000 is below the Minnesota median of $5,250. 7% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Aquinas Capital Advisors LLC

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

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

1.25% a year

Clients

90

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$8,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283511

Website

AquinasCapitalAdvisor.com (opens in new tab)

Phone

(612) 867-0534

Other planners in Blaine that publish fees

• Illumifi WealthBlaine$250/hr
• Renovate Financial PlanningBlaine$230/hr, $1,200⁠-⁠$35,000
• 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

Compare all 3 planners in Blaine