Blake Wealth Strategies fees and pricing
Financial planner in Grand Forks, North Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 18, 2026, Blake Wealth Strategies charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“BWS charges a fixed fee of no more than $500 for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blake Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
How Blake Wealth Strategies’ fees compare
- Its flat or project fee of $500 is below the North Dakota median of $913. None of the 7 other North Dakota planners that publish a flat or project fee charge less.
About Blake Wealth Strategies
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Estate planning
- 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
- 3% a year
- Clients
- 31
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $3,978,267
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306809
- Phone
- (701) 741-2198
Can advise clients in 2 states: Minnesota, North Dakota
Other planners in North Dakota that publish fees
- Bona Fide FinanceMandan$275/hr, $550
- Complete Investment Advisory, LLCFargo$250/hr
- Cultivate FinancialFargo$300/hr, $500-$6,000
- Eighth Wonder InvestmentsFargo$125/hr
- Fjell CapitalFargo$500/hr, $1,250/qtr
- Flyway FinancialSteele$600-$1,800
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.