E-Wealth Partners fees and pricing
Financial planner in Minnetonka, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 23, 2026, E-Wealth Partners charges $200-$800 an hour and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$800/hr
“Financial Planning engagements are offered at an hourly rate between $200 and $800 per hour, depending on complexity.”
- Annual fee
- $5,000/yr
“Financial planning clients are subject to a minimum advisory fee of $5,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How E-Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable, pro-rated, and paid in advance on a quarterly basis.”
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
How E-Wealth Partners’ fees compare
- Its hourly rate of $200-$800 spans the Minnesota median of $263. 94% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Minnetonka that publish an hourly rate charge less.
- Its annual fee of $5,000 is below the Minnesota median of $8,050. 31% of the 49 other Minnesota planners that publish an annual fee charge less.
About E-Wealth Partners
- Principal: Brian Adamek
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
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
- 2% a year
- Clients
- 224
- Employees
- 5
- 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, and educational seminars and workshops
- Assets managed
- $218,724,724
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327053
- Phone
- (952) 800-2121
Other planners in Minnetonka that publish fees
- Bluestem Wealth Partners, LLCMinnetonka$300-$20,000
- Duval Investment GroupMinnetonka$175/hr, $2,500/qtr
- Fidere AdvisorsMinnetonka$100/hr, $5,000
- Lundeen Abrams Advisors, LLCMinnetonka$1,000-$5,000
- Marks Group Wealth Management, Inc.Minnetonka$10,000-$100,000/yr
- Navista Wealth Management, Inc.Minnetonka$75-$350/hr, $200-$5,000
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.