Bluenose Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour.”

Flat or project fee

$3,000⁠-⁠$15,000

“The fixed fee can range between $3,000.00 and $15,000.00, depending on the scope and complexity of the client’s planning objectives and goals.”

Annual fee

$28,000/yr

“Annual Fee: $ 28,000 Because advisory fees are billed quarterly, the annual fee is divided into four equal payments: $28,000 ÷ 4 = $7,000.”

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

How Bluenose Wealth LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Prorated Fees for New and Terminated Accounts Advisory fees are billed quarterly in advance.”
• “If an account is opened during a calendar quarter, the initial advisory fee will be prorated based on the number of days remaining in that quarter (billing period).”

How Bluenose Wealth LLC’s fees compare

• Its hourly rate of $300 is above the Minnesota median of $263. 54% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$15,000 spans the Minnesota median of $5,250. 68% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• Its annual fee of $28,000 is above the Minnesota median of $8,050. 88% of the 49 other Minnesota planners that publish an annual fee charge less.

About Bluenose Wealth LLC

• Principal: Dalton T. Pierce
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342866

Phone

(920) 254-7350

Can advise clients in 2 states: Minnesota, Virginia

Other planners in Minnesota that publish fees

• 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
• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000

Compare all 271 planners in Minnesota