PlannerFees

Bearing Point Capital fees and pricing

Financial planner in Richfield, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 27, 2026, Bearing Point Capital charges a flat or project fee of $1,000⁠-⁠$150,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$150,000
“Clients that are receiving financial planning services only are charged a fixed fee ranging from $1,000 to $150,000, depending upon the complexity of a client’s plan and services provided.”

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

How Bearing Point Capital bills

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

  • “If based on a percentage of the value of assets under management, the advisory fee for the initial month shall be paid, on a pro rata basis, in arrears, based on the value of the net billable assets under management at the end of such initial month.”
  • “For financial planning services that are completed upon the delivery of the financial plan to the client, the fixed fee can be charged in monthly or quarterly installments, or otherwise in full upon delivery of the completed financial plan.”
  • “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”

How Bearing Point Capital’s fees compare

  • Its flat or project fee of $1,000-$150,000 spans the Minnesota median of $5,250. 99% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Bearing Point Capital

“Bearing Point provides personalized financial planning and discretionary investment advisory services to individuals, including high net worth individuals, family offices, trusts, estates, private foundations, as well as corporate entities.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Insurance analysis
  • Cash flow and budgeting

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
1.25% a year
Clients
229
Employees
7
Works with
Individuals, high net worth individuals, banks, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$1,111,491,574
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
332023
Website
bearingpointcap.com (opens in new tab)
Phone
(952) 800-6301

Can advise clients in 8 states: Arizona, California, Florida, Illinois, Minnesota, New Hampshire, New York, Texas

Other planners in Richfield that publish fees

Compare all 271 planners in Minnesota

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