Crafted Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“The Adviser’s hourly rate ranges from $300 to $500 per hour depending on complexity.”

Flat or project fee

$1,000⁠-⁠$5,000

“The fee for estate planning services is a flat fee ranging from $1,000 to $5,000, based on the complexity of the Client’s circumstances.”

Quarterly fee

$3,000/qtr

“Where the fee calculated under Section 2 is less than $12,000, the Client will be charged $12,000 per year, billed at $3,000 per quarter.”

Annual fee

$12,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Crafted Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “On-going annual fees will be paid in advance in either monthly or quarterly installments (based on the client’s preference).”
• “Clients may also pay by electronic funds transfer (EFT) or check.”
• “The fee may be negotiable in certain cases.”

How Crafted Wealth Management’s fees compare

• Its hourly rate of $300-$500 is above the Minnesota median of $263. 88% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 12 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the Minnesota median of $5,250. 31% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 3 of the 14 other planners in Minneapolis that publish a flat or project fee charge less.
• Its annual fee of $12,000 is above the Minnesota median of $8,050. 63% of the 49 other Minnesota planners that publish an annual fee charge less.
• 6 of the 10 other planners in Minneapolis that publish an annual fee charge less.

About Crafted Wealth Management

• Principal: Gabriel Anderson
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• 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% a year

Clients

56

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$81,188,265

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282090

Website

craftedwealthmanagement.com (opens in new tab)

Phone

(414) 813-0770

Can advise clients in 2 states: California, Minnesota

Other planners in Minneapolis that publish fees

• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000
• Adaptive Financial Design LLCMinneapolis$1,000, $200⁠-⁠$500/mo
• All Star FinancialMinneapolis$25,000
• Allodium Investment Consultants, LLCMinneapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
• Bernstein Financial AdvisoryMinneapolis$250/hr

Compare all 36 planners in Minneapolis