Graff Financial LLC fees and pricing

Financial planner in Edina, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 10, 2026, Graff Financial LLC charges $200⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$250/hr; “Hourly planning fees range from $200-$250/hour and are negotiable.”

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

“Billing Asset Management fees are typically billed quarterly, in advance, meaning that we invoice the client before the three-month billing period has begun.”
“Payment in full is expected upon invoice presentation.”
“If assets are deposited into or withdrawn from the Investor’s Account after the inception of each subsequent quarter, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the quarter.”

Its hourly rate of $200-$250 is below the Minnesota median of $263. 30% of the 115 other Minnesota planners that publish an hourly rate charge less.
2 of the 9 other planners in Edina that publish an hourly rate charge less.

“We are a boutique financial services firm, providing investment management and financial planning for a select group of clients.”

From the firm's description of its advisory business in its Form ADV brochure.

Principal: Jeremy B. Graff
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2010 (16 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 44
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $87,503,710
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 154976
Website: grafffinancial.com (opens in new tab)
Phone: (612) 605-0664

Is something on this page wrong or out of date?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