Counterculture Wealth fees and pricing
Financial planner in Saint Anthony, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 9, 2026, Counterculture Wealth charges a flat or project fee of $2,500-$6,000, a monthly fee of $85-$400, and an annual fee of $1,020-$4,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$6,000
“Project-Based Financial Planning Fee For project-based financial planning engagements, CCW charges a fixed fee ranging from $2,500 to $6,000, depending on the scope and complexity of the engagement.”
- Monthly fee
- $85-$400/mo
“Counterculture Wealth LLC Page 8 Form ADV Part 2A Monthly Financial Planning Fee In addition to the investment management fee, CCW may charge a monthly financial planning fee ranging from $85 to $400 per month ($1,020 to $4,800 per year).”
- Annual fee
- $1,020-$4,800/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Counterculture Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, but CCW will not charge more than the amounts disclosed here without providing updated written disclosure.”
- “This fee is billed monthly in arrears, based on the daily average account balance for the prior month, and is deducted directly from the client’s managed account(s) at Altruist Financial LLC.”
- “The investment management fee is prorated through the termination date using the billing methodology described above.”
How Counterculture Wealth’s fees compare
- Its flat or project fee of $2,500-$6,000 spans the Minnesota median of $5,250. 42% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- Its annual fee of $1,020-$4,800 is below the Minnesota median of $8,050. 20% of the 49 other Minnesota planners that publish an annual fee charge less.
About Counterculture Wealth
- Principal: Modec III
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Estate 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% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 19
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $3,507,009
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318333
- Phone
- (763) 691-3745
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.