Boreal Advisors LLC fees and pricing

Published fees

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

Flat or project fee

$500⁠-⁠$5,000

“AD HOC SERVICE Financial Planning Services are offered based on a flat fee between $500 and $5,000.”

Annual fee

$500⁠-⁠$5,000/yr

“ONGOING FEES Financial Planning Services are offered based on an annual flat fee between $500 and $5,000 that is billed quarterly or monthly in advance at the beginning of each quarter or month.”

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

How Boreal Advisors LLC bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees will be deducted quarterly in arrears from the assets in the account, facilitated by the third-party administrator/record-keeper.”

How Boreal Advisors LLC’s fees compare

• Its flat or project fee of $500-$5,000 is below the Minnesota median of $5,250. 27% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• Its annual fee of $500-$5,000 is below the Minnesota median of $8,050. 18% of the 49 other Minnesota planners that publish an annual fee charge less.

About Boreal Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

1.5% a year

Clients

88

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$59,987,409

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299618

Website

borealadvisors.com (opens in new tab)

Phone

(651) 432-4045

Other planners in New Brighton that publish fees

• Valtinson Bruner Financial PlanningNew Brighton$400/hr, Up to $20,000/yr
• 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

Compare all 271 planners in Minnesota