Clerestory Advisors, Inc fees and pricing
Financial planner in Bloomington, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 26, 2026, Clerestory Advisors, Inc charges a flat or project fee of $3,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$5,000
“Description of Fees For clients who want a stand-alone financial plan, as described above, a fixed project fee of $3,000 to $5,000, is charged that varies based upon the scope and complexity of the client's situation, i.e. the number of financial planning areas to be addressed for the client, the types of planning…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clerestory Advisors, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For Ongoing Financial Advisory clients, Clerestory Advisors charges a negotiable flat annual fee payable, quarterly, in advance.”
- “Description of Fee Billing For Clerestory’s ongoing advisory services fees are billed quarterly, in advance, meaning that we invoice you at the beginning of the three-month billing period.”
- “Payment in full is expected upon invoice presentation.”
How Clerestory Advisors, Inc’s fees compare
- Its flat or project fee of $3,000-$5,000 is below the Minnesota median of $5,250. 41% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 2 of the 7 other planners in Bloomington that publish a flat or project fee charge less.
About Clerestory Advisors, Inc
“Clerestory provides personalized confidential financial planning and investment management to individuals, trusts, and estates.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 2% a year
- Clients
- 61
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $99,615,195
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148264
- Phone
- (651) 209-2610
Other planners in Bloomington that publish fees
- Barrington Capital Management, Inc.Bloomington$250/hr
- Boyum Wealth Architects LLCBloomington$350/hr, $1,500-$50,000
- Caissa Wealth StrategiesBloomington$170-$450/hr, $3,000
- Centurion Financial Strategies LLCBloomington$350/hr
- Guzek Asset ManagementBloomington$150-$250/hr, $150-$10,000
- Jnba Financial Advisors, LLCBloomington$125-$250/hr, $1,500-$10,000
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.