Due North Financial, LLC fees and pricing

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

$200/hr

“Services are offered based on a negotiable hourly fee of $200 per hour.”

Flat or project fee

$500⁠-⁠$2,000

“Services are offered based on a negotiable fixed fee ranging from $500 to $2,000 based on complexity and unique Client needs.”

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

How Due North Financial, LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Altruist fees are paid on a pro-rata 2 Due North Financial, LLC annualized basis monthly in arrears based on the value of the assets subscribed to a Model Portfolio in an Account on the last day of the previous month.”

How Due North Financial, LLC’s fees compare

• Its hourly rate of $200 is below the Minnesota median of $263. 17% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the Minnesota median of $5,250. 8% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Due North Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2017 (9 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

1.5% a year

Clients

164

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$38,831,949

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285053

Website

duenorthfinancial.com (opens in new tab)

Phone

(218) 744-2929

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

Compare all 271 planners in Minnesota