Calibration Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“If so desired, separate consultation is available for these clients at a rate of $150-$300 an hour.”

Flat or project fee

$3,000⁠-⁠$6,000

“Development and delivery of a stand-alone financial plan generally ranges from $3,000 - $6,000 and is dependent on the complexity of the client situation.”

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

How Calibration Financial bills

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

• “Depending on the nature and complexity of each Client’s circumstances, these fees may be negotiable, and are subject to annual adjustments.”
• “The Advisory Fee will be assessed and payable each billing period, in arrears, based on the balance of Client’s held away assets as of the prior period-end.”
• “The fee is based on a percentage of assets under advisement and is negotiable.”

How Calibration Financial’s fees compare

• Its hourly rate of $150-$300 spans the Minnesota median of $263. 30% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$6,000 spans the Minnesota median of $5,250. 44% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Calibration Financial

• 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

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

85

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$16,221,818

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304118

Website

calibrationfinancial.com (opens in new tab)

Phone

(320) 362-6002

Can advise clients in 4 states: California, Colorado, Florida, Minnesota

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