Exhale Wealth fees
Financial planner in Edina, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Exhale Wealth (Edina, MN) charges an annual fee of $500-$30,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Annual fee
- $500-
$30,000/yr Runs from below the Minnesota median of $9,375 to above it.
“Fees for Comprehensive Financial Planning and Investment Management Services consist of an annual fee ranging from $500 to $30,000 (based on the complexity of the client) that is billed monthly in arrears.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- 2 employees
- Registered since
- 2022 (4 years)
How Exhale Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are charged monthly in arrears and are based primarily on a fixed fee with asset size and the level of complexity of the services provided taken into consideration.”
- “Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
- “Clients who terminate investment advisory services during a month will be issued a prorated refund based on the number of days EWM provided service before termination of the agreement.”
About Exhale Wealth
- Founded: 1962 (64 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 63
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $62 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 10, 2026
- CRD number
- 319219 (opens in new tab)
- Phone
- (858) 231-3645
Registered in 3 states: California, Minnesota, New York
Other planners in Edina that publish fees
- Torchlight FinancialEdinaHourly $300/hr, Flat $3,000-$12,000
- Vera Lake Capital, LLCEdinaFlat up to $10,000
- Hyland Lake PartnersEdinaFlat $1,000-$10,000
- Kubo Financial Planning and Investments, LLCEdinaFlat up to $5,000
- HolleyJo Wealth AdvisorsEdinaHourly $150/hr, Annual $1,500/yr
- Abens Financial Services IncEdinaHourly $250/hr, Annual $5,000-$100,000/yr
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.