Flyway Financial fees and pricing
Financial planner in Steele, North Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Flyway Financial charges a flat or project fee of $600-$1,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $600-$1,800
“Fixed fee rates range from $600 - $1,800.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Flyway Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in arrears, ranging from $275 to $750.”
How Flyway Financial’s fees compare
- Its flat or project fee of $600-$1,800 spans the North Dakota median of $913. 57% of the 7 other North Dakota planners that publish a flat or project fee charge less.
About Flyway Financial
- Principal: Jennifer Liebert
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- Clients
- 27
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $7,939,965
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324454
- Phone
- (701) 428-1068
Other planners in North Dakota that publish fees
- Blake Wealth StrategiesGrand Forks$500
- Bona Fide FinanceMandan$275/hr, $550
- Complete Investment Advisory, LLCFargo$250/hr
- Cultivate FinancialFargo$300/hr, $500-$6,000
- Eighth Wonder InvestmentsFargo$125/hr
- Fjell CapitalFargo$500/hr, $1,250/qtr
Is something on this page wrong or out of date?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.