Financial Perspectives fees and pricing

Firm size: 14 employees.
Registered as an adviser: 2015 (11 years).

Financial planner in Minneapolis, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Financial Perspectives charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are calculated and payable quarterly, in arrears.”
“These fee rates are negotiated in advance with each client and represented in Schedule A of the Investment Advisory Agreement.”
“The investment advisory fee will be payable from the liquidation or withdrawal of the client’s shares of any money market fund or balances in any money market account.”

Its hourly rate of $175 is below the Minnesota median of $263. 10% of the 115 other Minnesota planners that publish an hourly rate charge less.
1 of the 15 other planners in Minneapolis that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 734
Employees: 14
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $1,166,901,043
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 135549
Website: fpwealth.com (opens in new tab)
Phone: (763) 553-7779

Is something on this page wrong or out of date?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.