Cordis Financial, LLC fees
Financial planner in Minneapolis, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 19, 2026, Cordis Financial, LLC (Minneapolis, MN) charges a flat or project fee of $400-$15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change.
- Flat or project fee
- $400-
$15,000 Runs from below the Minneapolis median of $6,600 to above it. Runs from below the Minnesota median of $5,250 to above it.
“Cordis Financial charges a fixed fee for financial planning services, which generally ranges between $400 and $15,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 7 employees
- Registered since
- 2018 (8 years)
How Cordis Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “Certain clients will be billed on legacy fee arrangements.”
- “As of January 1, 2025, new clients will be billed according to the fee schedule set forth above.”
About Cordis Financial, LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 272
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $361 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 19, 2026
- CRD number
- 294766 (opens in new tab)
- Phone
- (612) 268-2620
Registered or notice filed in 3 states: Arizona, Minnesota, Nebraska
Other planners in Minneapolis that publish fees
- White Oaks Wealth Advisors, Inc.MinneapolisFlat from $7,500
- Allodium Investment Consultants, LLCMinneapolisHourly $200-$500/hr, Flat $2,500-$50,000
- Bernstein Financial AdvisoryMinneapolisHourly $250/hr
- Lottsa Financial Services, Inc.MinneapolisHourly $100-$350/hr
- Schwarz Dygos Wheeler Investment Advisors LLCMinneapolisHourly $250-$500/hr, Flat $1,000-$10,000
- Equal Voices Wealth LLCMinneapolisHourly $300-$400/hr, Flat $2,000-$20,000
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.