Fiduciary Counselling Inc fees and pricing
Financial planner in St Paul, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Fiduciary Counselling Inc charges a flat or project fee of $1,500 and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Other Fees Fees for divorce services are charged at the greater of five percent of a client’s quarterly market value-based fee or a minimum flat fee of $1,500 and are billed quarterly. 7 Fiduciary Counselling, Inc.”
- Annual fee
- $500/yr
“A minimum annual fee of $500 applies to certain non-joint spousal accounts that choose not to household.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fiduciary Counselling Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee for any period that is less than a full quarter is prorated.”
- “Fees will be separately billed to the client unless the client authorizes direct payment from account assets.”
- “Clients may elect to be billed for FCI’s services at the household level, rather than at the individual account level.”
How Fiduciary Counselling Inc’s fees compare
- Its flat or project fee of $1,500 is below the Minnesota median of $5,250. 11% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- None of the 3 other planners in St Paul that publish a flat or project fee charge less.
- Its annual fee of $500 is below the Minnesota median of $8,050. None of the 49 other Minnesota planners that publish an annual fee charge less.
- None of the 2 other planners in St Paul that publish an annual fee charge less.
About Fiduciary Counselling Inc
- Firm size: 87 employees.
- Registered as an adviser: 1966 (60 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.2% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 1,645
- Employees
- 87
- Works with
- Individuals, high net worth individuals, investment companies, charities, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $10,056,745,777
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 104753
- Phone
- (651) 228-0935
Can advise clients in 16 states: California, Florida, Illinois, Massachusetts, Maryland, Minnesota, Montana, North Carolina, New Hampshire, Nevada, New York, Oregon, Pennsylvania, South Carolina, Texas, Washington
Other planners in St Paul that publish fees
- Endurance Financial GroupSt. Paul$4,000-$6,750/yr
- R.m. Shannon Wealth Management, LLCSt. Paul$300/hr, $2,500-$20,000
- White Turf Financial LLC.St Paul$7,500-$10,000, $750-$1,000/mo
- Winter & Associates, Inc.St. Paul$350-$400/hr, $3,500-$6,500
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.