Great River Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated February 11, 2026, Great River Financial charges $300⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$400/hr; “Hourly financial planning engagements are offered on a limited basis at an hourly rate ranging from $300 - $400, for limited scope projects.”

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

“The annual fees are paid in arrears on a monthly basis, based on the average daily balance of all household accounts’ combined value.”
“The fee may be negotiable in certain cases.”
“Our billing invoice will indicate the total account value used to calculate the advisory fee.”

Its hourly rate of $300-$400 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
1 of the 2 other planners in Plymouth that publish an hourly rate charge less.

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: 136
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $201,939,212
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 314172
Website: youtube.com/@greatriverfinancial (opens in new tab)
Phone: (763) 231-7581

Can advise clients in 4 states: Minnesota, Nebraska, New Hampshire, Texas

Is something on this page wrong or out of date?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