PlannerFees

Bona Fide Finance fees and pricing

Financial planner in Mandan, North Dakota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 13, 2026, Bona Fide Finance charges $275 an hour, a flat or project fee of $550, and a monthly fee of $350 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$275/hr
“Financial Planning is also available at an hourly rate of $275.00 per hour, depending on complexity, with a maximum upfront fee of $500, with the remaining due upon completion.”
Flat or project fee
$550
“The standard fixed fee for Ask me Anything is $550, paid in advance of the meeting.”
Monthly fee
$350/mo
“The monthly fee for this service begins at $350, with increases in fee based on client income and net worth.”

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

How Bona Fide Finance bills

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

  • “Ask Me Anything and Comprehensive Review Financial Planning will be offered on a fixed fee basis and are negotiable.”
  • “Fees are paid by electronic funds transfer (EFT) or check.”
  • “If the initial fee is greater than the amount billed, then the client will be refunded the difference.”

How Bona Fide Finance’s fees compare

  • Its hourly rate of $275 is above the North Dakota median of $250. 73% of the 11 other North Dakota planners that publish an hourly rate charge less.
  • Its flat or project fee of $550 is below the North Dakota median of $913. 29% of the 7 other North Dakota planners that publish a flat or project fee charge less.

About Bona Fide Finance

  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
0.35% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
51
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$15,703,197
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
281078
Website
bonafidefinance.com (opens in new tab)
Phone
(701) 989-9840

Can advise clients in 3 states: California, Louisiana, North Dakota

Other planners in North Dakota that publish fees

Compare all 23 planners in North Dakota

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.