Equal Voices Wealth LLC fees and pricing
Financial planner in Minneapolis, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Equal Voices Wealth LLC charges $300-$400 an hour and an annual fee of $8,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$400/hr
“The hourly fee will be agreed upon before the start of any work and can range between $300-$400 per hour depending on the scope of the project, time, and experience level of the adviser.”
- Annual fee
- $8,500/yr
“For clients paying $8,500 per year up to $1,000,000 of assets may be managed without an additional fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Equal Voices Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “The purpose of the onboarding fee is to cover the costs of the initial work to develop the financial plan, this is a one-time fee payable in advance.”
- “Fees for this service may be paid by directly debiting the Client’s account, electronic funds transfer, credit card, or a combination of the three.”
How Equal Voices Wealth LLC’s fees compare
- Its hourly rate of $300-$400 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 9 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
- Its annual fee of $8,500 is above the Minnesota median of $8,050. 53% of the 49 other Minnesota planners that publish an annual fee charge less.
- 5 of the 10 other planners in Minneapolis that publish an annual fee charge less.
About Equal Voices Wealth LLC
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 79
- 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
- $59,037,361
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304113
- Phone
- (507) 696-4496
Can advise clients in 5 states: California, Minnesota, New York, Oregon, Washington
Other planners in Minneapolis that publish fees
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
- Adaptive Financial Design LLCMinneapolis$1,000, $200-$500/mo
- All Star FinancialMinneapolis$25,000
- Allodium Investment Consultants, LLCMinneapolis$200-$500/hr, $2,500-$50,000
- Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
- Bernstein Financial AdvisoryMinneapolis$250/hr
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.