Bernstein Financial Advisory fees and pricing
Financial planner in Minneapolis, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Bernstein Financial Advisory charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“AND CONSULTING Bernstein Financial charges an hourly fee of $250 for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bernstein Financial Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Investment management billing frequency is negotiable as quarterly or annually in arrears, meaning that we invoice you after the billing period.”
How Bernstein Financial Advisory’s fees compare
- Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 4 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
About Bernstein Financial Advisory
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
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
- 1.5% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $9,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304560
- Phone
- (612) 315-9950
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
- Allodium Investment Consultants, LLCMinneapolis$200-$500/hr, $2,500-$50,000
- Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
- Crafted Wealth ManagementMinneapolis$300-$500/hr, $1,000-$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.