Excel Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rate is $250.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fees can typically range from $500 to $10,000 but can be more or less depending on the services provided.”

Annual fee

$1,700/yr

“Clients with AUM less than $150,000 can receive Financial Planning Services for an annual fee of $1,700.”

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

How Excel Financial, LLC bills

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

• “These fees are negotiable and Excel Financial retains the right to adjust fees based on each client’s unique circumstance and service requirements.”
• “Fees for services billed on an hourly rate basis are billed based on the number of hours of service performed during the billing period.”
• “Fees for services billed on a fixedfee basis are billed in their entirety in the period during which the work is completed.”

How Excel Financial, LLC’s fees compare

• Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Minnesota median of $5,250. 49% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• Its annual fee of $1,700 is below the Minnesota median of $8,050. 12% of the 49 other Minnesota planners that publish an annual fee charge less.

About Excel Financial, LLC

• Firm size: 9 employees.
• Founded: 2008 (18 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

1.25% a year

Minimum

$625 minimum fee (stated in brochure)

Clients

392

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$404,464,714

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145301

Website

excelfinllc.com (opens in new tab)

Phone

(651) 388-6441

Can advise clients in 5 states: Colorado, Florida, Minnesota, Texas, Wisconsin

Other planners in Red Wing that publish fees

• Bluprint Financial, LLCRed Wing$250/hr, $1,000⁠-⁠$25,000
• 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
• Aberdour InvestmentsShoreview$80⁠-⁠$250/hr, $250⁠-⁠$5,000

Compare all 271 planners in Minnesota