Complete Investment Advisory, LLC fees and pricing
Financial planner in Fargo, North Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Complete Investment Advisory, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“An hourly fee of $250 per hour is charged by Complete Investment Advisory for consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Complete Investment Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “Any unpaid hourly fees will be due immediately upon completion of the consulting services.”
- “The one-time consulting services will terminate upon completion of the consultation or either party providing the other party with written notice.”
How Complete Investment Advisory, LLC’s fees compare
- Its hourly rate of $250 matches the North Dakota median of $250. 45% of the 11 other North Dakota planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Fargo that publish an hourly rate charge less.
About Complete Investment Advisory, LLC
- Principal: Rodney Schauer
- Firm size: 5 employees.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 189
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $109,007,964
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166876
- Phone
- (701) 277-9392
Can advise clients in 2 states: Minnesota, North Dakota
Other planners in Fargo that publish fees
- Cultivate FinancialFargo$300/hr, $500-$6,000
- Eighth Wonder InvestmentsFargo$125/hr
- Fjell CapitalFargo$500/hr, $1,250/qtr
- Light Financial Services, Inc.Fargo$750-$7,500
- Prairiewood Wealth ManagementFargo$500
- Shockman FinancialFargo$250-$500/hr
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.