Bond & Devick Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$750⁠-⁠$50,000

“Flat fees range from $750 to $50,000.”

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

How Bond & Devick Wealth Partners bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Our firm bills on cash unless indicated otherwise in writing.”
• “In rare cases, our firm will agree to directly invoice.”

How Bond & Devick Wealth Partners’ fees compare

• Its hourly rate of $350 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$50,000 spans the Minnesota median of $5,250. 91% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Bond & Devick Wealth Partners

• Firm size: 16 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

1.25% a year

Clients

513

Employees

16

Works with

Individuals, high net worth individuals, and charities

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

$705,527,786

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283682

Website

bondanddevick.com (opens in new tab)

Phone

(952) 591-0113

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Louisiana, Minnesota, New Mexico, Oregon, South Dakota, Texas, Washington, Wisconsin

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