Enspyre Wealth Advisors, Inc. fees and pricing
Financial planner in Woodbury, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Enspyre Wealth Advisors, Inc. charges a flat or project fee of $10,000 and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“The hourly fee is up to $500 per hour and the fixed fee will not exceed $10,000.”
- Annual fee
- $10,000/yr
“The yearly fee for these ongoing consultations will not exceed $10,000 and is negotiable based upon the complexity of the client’s financial situation, the services to be provided, and the estimated time to be spent on the ongoing consultations.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Enspyre Wealth Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s fees are billed monthly in advance on a pro-rata annualized basis based on the value of your account on the time-weighted daily average of the previous month.”
- “Fees are negotiable and will be deducted from your managed account.”
- “These fees are negotiable based upon the complexity of the client’s financial situation and the services being provided.”
How Enspyre Wealth Advisors, Inc.’s fees compare
- Its flat or project fee of $10,000 is above the Minnesota median of $5,250. 69% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Woodbury that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the Minnesota median of $8,050. 55% of the 49 other Minnesota planners that publish an annual fee charge less.
About Enspyre Wealth Advisors, Inc.
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 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
- Clients
- 133
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $217,747,144
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300992
- Phone
- (651) 203-7920
Can advise clients in 4 states: Arizona, Minnesota, Texas, Wisconsin
Other planners in Woodbury that publish fees
- Hammer Advisory Services, Inc.Woodbury$200/hr
- Pine Grove Financial GroupWoodbury$2,500-$10,000
- ST. Croix Advisors, LLCWoodbury$4,500
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
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.