Boulay Wealth fees and pricing
Financial planner in Eden Prairie, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 19, 2026, Boulay Wealth charges $150-$450 an hour and a flat or project fee of $10,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$450/hr
“$150 - $450 per hour – payable as invoiced by Boulay.”
- Flat or project fee
- $10,000-$50,000
“$10,000 to $50,000 – payable one-half (1/2) upon execution of the agreement with Boulay and the balance due at the time of presentation of the plan, unless otherwise negotiated with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boulay Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are not based on a share of capital gains or capital appreciation of the funds or any portion of the funds.”
- “Additional assets deposited into the account after it is opened will be charged a pro-rata fee based upon the number of days remaining in the then current calendar quarter.”
- “If a client decides to terminate the investment advisory services during the quarter, Boulay is under no obligation to refund fees paid for the current quarter.”
How Boulay Wealth’s fees compare
- Its hourly rate of $150-$450 spans 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 $10,000-$50,000 is above the Minnesota median of $5,250. 94% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Boulay Wealth
- Firm size: 45 employees.
- Registered as an adviser: 2001 (25 years).
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
- Clients
- 1,096
- Employees
- 45
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $3,009,123,644
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111334
- Phone
- (952) 893-9320
Can advise clients in 17 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Michigan, Minnesota, North Carolina, Nebraska, New York, Oregon, South Dakota, Texas, Virginia, Wisconsin
Other planners in Eden Prairie that publish fees
- Abbey StreetEden Prairie$250-$1,000/mo
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- 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
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.