First Class Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$25,000

“ONE TIME FINANCIAL PLANNING AND CONSULTING FCF charges a negotiable fixed fee between $1,000 and $25,000 based on complexity and unique Client needs for a full one-time financial plan.”

Annual fee

$900⁠-⁠$36,000/yr

“The fixed annual fee ranges from $900 to $36,000 and is paid monthly, quarterly or annually in arrears.”

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

How First Class Financial bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for one-time financial plans and consultation services are due upon delivery of the completed plan or completion of the consultation.”

How First Class Financial’s fees compare

• Its flat or project fee of $1,000-$25,000 spans the Minnesota median of $5,250. 81% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• Its annual fee of $900-$36,000 spans the Minnesota median of $8,050. 80% of the 49 other Minnesota planners that publish an annual fee charge less.

About First Class Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

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

1% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341096

Website

firstclassfa.com (opens in new tab)

Phone

(763) 232-3790

Other planners in Minnesota that publish fees

• 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
• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000

Compare all 271 planners in Minnesota