Fidere Advisors fees and pricing
Financial planner in Minnetonka, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 30, 2026, Fidere Advisors charges $100 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Per person hourly rates range from $100 ‐ $400.”
- Flat or project fee
- $5,000
“FIDERE has a minimum fee for Financial Planning Services of $5,000, which is renewable annually and cancelable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fidere Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee for this service is stated in advance of engagement and based on the scope and nature of advisory services requested, and number and qualifications of professional staff needed to complete the project.”
- “The fee for this service is stated in advance of engagement and based on the scope and nature of advisory services requested, and number and qualifications of professional staff needed to complete the project.”
- “Fees are billable in arrears and are due in full no later than 30 days following the calendar quarter close, after services are rendered.”
How Fidere Advisors’ fees compare
- Its hourly rate of $100 is below the Minnesota median of $263. None of the 115 other Minnesota planners that publish an hourly rate charge less.
- None of the 4 other planners in Minnetonka that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is below the Minnesota median of $5,250. 45% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Minnetonka that publish a flat or project fee charge less.
About Fidere Advisors
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 36
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $24,504,066
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312675
- Phone
- (833) 234-3373
Other planners in Minnetonka that publish fees
- Bluestem Wealth Partners, LLCMinnetonka$300-$20,000
- Duval Investment GroupMinnetonka$175/hr, $2,500/qtr
- E-Wealth PartnersMinnetonka$200-$800/hr, $5,000/yr
- Lundeen Abrams Advisors, LLCMinnetonka$1,000-$5,000
- Marks Group Wealth Management, Inc.Minnetonka$10,000-$100,000/yr
- Navista Wealth Management, Inc.Minnetonka$75-$350/hr, $200-$5,000
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.