Caissa Wealth Strategies fees and pricing

Published fees

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

Hourly rate

$170⁠-⁠$450/hr

“The hourly fee for these services range from $170 to $450 based on the scope, complexity and staff level assigned.”

Flat or project fee

$3,000

“Depending upon the complexity of the situation and the needs of the client, the fees for creating client financial plans start at $3,000.”

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

How Caissa Wealth Strategies bills

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

• “Fees are paid in advance via a prorated monthly electronic withdrawal.”
• “Clients may select the method in which they are billed.”
• “Clients may terminate their Page 6 of 17 Fiercely devoted to your financial prosperity contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Caissa Wealth Strategies’ fees compare

• Its hourly rate of $170-$450 spans the Minnesota median of $263. 66% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 4 of the 9 other planners in Bloomington that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Minnesota median of $5,250. 31% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• None of the 7 other planners in Bloomington that publish a flat or project fee charge less.

About Caissa Wealth Strategies

• Firm size: 10 employees.
• Registered as an adviser: 2018 (8 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

Minimum

$10,000 minimum fee (stated in brochure)

Clients

153

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$296,976,582

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150458

Website

linkedin.com/company/3553600 (opens in new tab)

Phone

(612) 426-6007

Can advise clients in 4 states: California, Illinois, Minnesota, North Carolina

Other planners in Bloomington that publish fees

• Barrington Capital Management, Inc.Bloomington$250/hr
• Boyum Wealth Architects LLCBloomington$350/hr, $1,500⁠-⁠$50,000
• Centurion Financial Strategies LLCBloomington$350/hr
• Clerestory Advisors, IncBloomington$3,000⁠-⁠$5,000
• Guzek Asset ManagementBloomington$150⁠-⁠$250/hr, $150⁠-⁠$10,000
• Jnba Financial Advisors, LLCBloomington$125⁠-⁠$250/hr, $1,500⁠-⁠$10,000

Compare all 20 planners in Bloomington