Everest Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For ongoing financial planning services through written financial review service engagements, Clients may be charged an annual fixed fee not to exceed $15,000, hourly fees not to exceed $500, or a combination thereof.”

Annual fee

$15,000/yr

From the same sentence as above.

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

How Everest Financial Group bills

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

• “The actual fee charged to each client is negotiable based on factors such as the client's financial situation and circumstances, the amount of assets under management and the time required to manage the account.”
• “Fees are billed quarterly, in advance, and are based on the account's asset value (excluding any convenience holdings and/or cash positions, if applicable) as of the last business day of the prior quarter.”
• “In our discretion, we may agree to invoice you directly in lieu of debiting our advisory fee from your custodial account.”

How Everest Financial Group’s fees compare

• Its hourly rate of $500 is above the Minnesota median of $263. 94% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 15 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
• Its annual fee of $15,000 is above the Minnesota median of $8,050. 76% of the 49 other Minnesota planners that publish an annual fee charge less.
• 7 of the 10 other planners in Minneapolis that publish an annual fee charge less.

About Everest Financial Group

• Firm size: 12 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2007 (19 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

2.25% a year

Clients

1,940

Employees

12

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$1,002,472,036

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

137260

Website

sincerefinancial.com (opens in new tab)

Phone

(763) 923-7525

Can advise clients in 19 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Louisiana, Michigan, Minnesota, North Dakota, Nebraska, New York, Oregon, Pennsylvania, Texas, Virginia, Washington, Wisconsin

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

Compare all 36 planners in Minneapolis