Flourish Wealth Management Inc. fees and pricing
Financial planner in Edina, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 9, 2026, Flourish Wealth Management Inc. charges $150-$400 an hour and a flat or project fee of $7,500-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$400/hr
“These fees generally range from $7,500 to $30,000 on a fixed fee basis and/or from $150 to $400 on an hourly rate basis, depending upon the level and scope of the services and the professional engaged to render the services.”
- Flat or project fee
- $7,500-$30,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Flourish Wealth Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted or will not be billed until the next quarter.”
- “Refunds for fees paid in advance will be returned within fourteen days to the client via check or return deposit back into the client’s account.”
- “For all asset-based fees paid in advance, the fee refunded will be the balance of the fees collected in advance minus the daily rate* times the number of days in the billing period up to and including the day of termination.”
How Flourish Wealth Management Inc.’s fees compare
- Its hourly rate of $150-$400 spans the Minnesota median of $263. 50% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 5 of the 9 other planners in Edina that publish an hourly rate charge less.
- Its flat or project fee of $7,500-$30,000 is above the Minnesota median of $5,250. 87% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 5 of the 6 other planners in Edina that publish a flat or project fee charge less.
About Flourish Wealth Management Inc.
“Flourish has been providing comprehensive wealth management services since April 2014. Flourish provides wealth management services including investment advisory services to individuals, high net worth individuals, trusts, and foundations.”
- Firm size: 7 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 157
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $455,213,739
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170591
- Phone
- (952) 392-4474
Can advise clients in 5 states: California, Florida, Minnesota, Texas, Wisconsin
Other planners in Edina that publish fees
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Acumen Financial Advisors, LLCEdina$500-$10,000/yr
- Cahill Financial Advisors, Inc.EdinaUp to $5,000
- Contego Capital Group, Inc.Edina$500-$5,000
- Cornerstone Wealth Advisors, Inc.Edina$3,000-$40,000, $1,250/qtr
- DSG Capital Advisors, LLCEdina$125-$475/hr
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.