PlannerFees

Bluestem Wealth Partners, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, Bluestem Wealth Partners, LLC charges a flat or project fee of $300⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$300⁠-⁠$20,000
“Fees for Financial Planning and Consulting Services Clients that are receiving financial planning services only are charged a fixed fee ranging from $300 to $20,000, depending on 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 Bluestem Wealth Partners, LLC bills

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

  • “Client will pay Adviser within 30 days from the date of Adviser’s invoice.”
  • “Upon the termination of a client’s advisory relationship, BlueStem will issue a refund equal to any unearned management fee for the remainder of the quarter.”

How Bluestem Wealth Partners, LLC’s fees compare

  • Its flat or project fee of $300-$20,000 spans the Minnesota median of $5,250. 71% of the 108 other Minnesota planners that publish a flat or project fee charge less.
  • 3 of the 4 other planners in Minnetonka that publish a flat or project fee charge less.

About Bluestem Wealth Partners, LLC

“BlueStem prepares and provides the financial planning client with a written comprehensive financial plan and performs periodic reviews of the plan with the client, as agreed upon with the client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 34 employees.
  • Registered as an adviser: 2023 (3 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
1.75% a year
Clients
1,679
Employees
34
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$1,120,000,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
324489
Website
facebook.com/bluestemwealthpartners.com (opens in new tab)
Phone
(612) 464-0372

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Iowa, Illinois, Minnesota, North Carolina, North Dakota, New York, Texas, Wisconsin

Other planners in Minnetonka that publish fees

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