Astute Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Certain clients of Astute Financial may migrate to KFG, LLC if in their best interest. 5 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 - $10,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $300 - $1,500 per quarter.”

Quarterly fee

$300⁠-⁠$1,500/qtr

From the same sentence as above.

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

How Astute Financial, LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Astute Financial, LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the South Dakota median of $5,250. 50% of the 14 other South Dakota planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Rapid City that publish a flat or project fee charge less.

About Astute Financial, LLC

• Principal: Paul Freidel
• Firm size: 3 employees.
• Founded: 2019 (7 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

2% a year

Clients

43

Employees

3

Works with

Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$81,609,050

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306496

Phone

(605) 646-3573

Other planners in Rapid City that publish fees

• Applied Financial WisdomRapid City$10,000
• Iron Mountain Financial PlanningRapid City$250⁠-⁠$15,000
• KFG, LLCRapid City$990/hr, $350⁠-⁠$650
• Alternative Strategies Group, Inc.Sioux Falls$1,000
• Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
• Big Sioux Wealth ManagementWatertown$250/hr

Compare all 6 planners in Rapid City