Captar Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$100,000

“The fees shared will not exceed any limit imposed by any regulatory agency. 4 Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is between $500 and $100,000.”

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

How Captar Private Wealth bills

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

• “Fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of DFL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of DFL’s fees, within five business days of signing the Financial Planning Agreement.”

How Captar Private Wealth’s fees compare

• Its flat or project fee of $500-$100,000 spans the Minnesota median of $5,250. 96% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in St. Louis Park that publish a flat or project fee charge less.

About Captar Private Wealth

• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 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

1.75% a year

Clients

184

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$165,500,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325537

Website

captarprivatewealth.com (opens in new tab)

Phone

(612) 347-8668

Can advise clients in 3 states: Florida, Louisiana, Minnesota

Other planners in St. Louis Park that publish fees

• Affiance Financial LLCSt. Louis Park$500⁠-⁠$25,000
• Carson CapitalSt. Louis Park$1,000/hr, $50,000
• Guardian Wealth Advisors, LLCSt Louis Park$325/hr
• Hauge Wealth Management, LLCSt. Louis Park$10,000
• Heartworth Financial LLCSt Louis Park$350/hr, $600⁠-⁠$1,200
• Secured Retirement Advisors, LLCSt Louis Park$500/hr, $500⁠-⁠$25,000

Compare all 8 planners in St. Louis Park