Couloir Wealth Advisors, Inc. fees and pricing
Financial planner in Welch, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Couloir Wealth Advisors, Inc. charges $250 an hour, a flat or project fee of $500-$10,000, a monthly fee of $100-$1,500, and a quarterly fee of $300-$4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $500-$10,000
“Fixed fee rates range between $500 and $10,000.”
- Monthly fee
- $100-$1,500/mo
“Fees are paid monthly or quarterly in advance (at the client’s choosing) at a rate of $100 - $1,500 per month or $300 - $4,500 per quarter.”
- Quarterly fee
- $300-$4,500/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Couloir Wealth Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract Couloir collects an initial fee, no greater than $3,000.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Couloir Wealth Advisors, Inc.’s fees compare
- Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Minnesota median of $5,250. 49% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Couloir Wealth Advisors, Inc.
- Principal: Janice Fier
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, 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
- 13
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $5,333,445
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324446
- Phone
- (651) 386-2464
Other planners in Minnesota that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.