Efficient Market Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$290/hr

“Services are offered based on an hourly fee of $290 per hour.”

Annual fee

$4,200/yr

“Financial Consulting Services are offered based on a flat fee of $4,200 annually.”

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

How Efficient Market Investments, LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Refunds for partial quarters will be prorated based on the number of days services were provided in the quarter.”

How Efficient Market Investments, LLC’s fees compare

• Its hourly rate of $290 is above the Minnesota median of $263. 51% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its annual fee of $4,200 is below the Minnesota median of $8,050. 27% of the 49 other Minnesota planners that publish an annual fee charge less.

About Efficient Market Investments, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2011 (15 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% a year

Clients

45

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$17,174,945

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156466

Phone

(612) 812-3277

Other planners in Apple Valley that publish fees

• Greater Good FinancialApple Valley$1,500, $250/mo
• Mindful Asset PlanningApple Valley$1,500
• 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

Compare all 3 planners in Apple Valley