Contego Capital Group, Inc. fees and pricing
Financial planner in Edina, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 28, 2026, Contego Capital Group, Inc. charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Our 8 financial planning fees range from $500-$5000 Fees are payable upon completion of the financial analysis phase of the financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Contego Capital Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may elect to be billed directly or have fees deducted from Plan Assets.”
- “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
How Contego Capital Group, Inc.’s fees compare
- Its flat or project fee of $500-$5,000 is below the Minnesota median of $5,250. 27% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 2 of the 6 other planners in Edina that publish a flat or project fee charge less.
About Contego Capital Group, Inc.
“The role of the financial planner is to find ways to help the client understand their overall financial situation and help the client set financial objectives.”
- Firm size: 8 employees.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
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
- Clients
- 88
- Employees
- 8
- Works with
- High net worth individuals and investment companies
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $87,999,479
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128518
- Phone
- (952) 697-2579
Can advise clients in 3 states: Iowa, Minnesota, North Dakota
Other planners in Edina that publish fees
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Acumen Financial Advisors, LLCEdina$500-$10,000/yr
- Cahill Financial Advisors, Inc.EdinaUp to $5,000
- Cornerstone Wealth Advisors, Inc.Edina$3,000-$40,000, $1,250/qtr
- DSG Capital Advisors, LLCEdina$125-$475/hr
- Flourish Wealth Management Inc.Edina$150-$400/hr, $7,500-$30,000
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.