Azure Wealth Management fees and pricing
Financial planner in Saint Paul, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Azure Wealth Management charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our financial planning engagements are based on an hourly rate of $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Azure Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We require an advance deposit of one-half the estimated fee and the remainder is due upon delivery of our invoice which coincides with the delivery of your plan.”
- “Return of prepaid fees will never involve a personal check, cash or money order from our firm or from an associate of our firm.”
- “Our valuation assessment will remain the same as described above, and the client’s direct payment must be received by our firm within 15 days of invoice.”
How Azure Wealth Management’s fees compare
- Its hourly rate of $350 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
About Azure Wealth Management
“Offered Financial Planning Services Azure Wealth Management provides a broad range of investment advisory solutions to its clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, CPA, and ChFC®.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 105
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $30,704,134
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172677
- Phone
- (651) 300-2456
Other planners in Saint Paul that publish fees
- Quarry Hill AdvisorsSaint Paul$300/hr, $500-$10,000
- 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
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$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.