Cahill Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $5,000

“Typically the total cost of Financial Planning Services Fees for a Written Financial Plan will range from $0 to $5,000, depending on the specific arrangement reached with the client and based on the complexity of the plan.”

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

How Cahill Financial Advisors, Inc. bills

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

• “These fee schedules will vary in rates, fee schedule type, and whether the billing is in advance or arrears.”
• “Assets in each range are billed at the rate in which they fall, which is a “blended” fee.”
• “Cahill Financial Advisors will send an invoice for fees charged on accounts that utilize the Pontera Solutions Inc. platform.”

How Cahill Financial Advisors, Inc.’s fees compare

• Its flat or project fee of up to $5,000 is below the Minnesota median of $5,250. 23% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Edina that publish a flat or project fee charge less.

About Cahill Financial Advisors, Inc.

• Firm size: 22 employees.
• Founded: 1980 (46 years).

Planning areas mentioned in the brochure

• Insurance analysis
• 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

1.5% a year

Clients

1,109

Employees

22

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$1,770,183,778

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109890

Website

facebook.com/cahillfinancialadvisors (opens in new tab)

Phone

(952) 926-1659

Can advise clients in 26 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Minnesota, Missouri, North Carolina, North Dakota, Nebraska, New Hampshire, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Edina that publish fees

• Abens Financial Services IncEdina$250/hr, $5,000⁠-⁠$100,000/yr
• Acumen Financial Advisors, LLCEdina$500⁠-⁠$10,000/yr
• Contego Capital Group, Inc.Edina$500⁠-⁠$5,000
• Cornerstone Wealth Advisors, Inc.Edina$3,000⁠-⁠$40,000, $1,250/qtr
• DSG Capital Advisors, LLCEdina$125⁠-⁠$475/hr
• Flourish Wealth Management Inc.Edina$150⁠-⁠$400/hr, $7,500⁠-⁠$30,000

Compare all 26 planners in Edina