DSG Capital Advisors, LLC fees and pricing
Financial planner in Edina, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 16, 2026, DSG Capital Advisors, LLC charges $125-$475 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$475/hr
“DSG offers financial planning services at an hourly rate ranging from $125 to $475 per hour or a fixed engagement fee based on the expected number of hours to complete the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How DSG Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Services Investment management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How DSG Capital Advisors, LLC’s fees compare
- Its hourly rate of $125-$475 spans the Minnesota median of $263. 54% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 6 of the 9 other planners in Edina that publish an hourly rate charge less.
About DSG Capital Advisors, LLC
- Firm size: 10 employees.
- Registered as an adviser: 2024 (2 years).
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
- 1.25% a year
- Clients
- 115
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $780,311,503
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332056
- Phone
- (612) 515-9900
Can advise clients in 3 states: Colorado, Florida, Minnesota
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
- Contego Capital Group, Inc.Edina$500-$5,000
- Cornerstone Wealth Advisors, Inc.Edina$3,000-$40,000, $1,250/qtr
- 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.