Heartworth Financial LLC fees and pricing

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.

Hourly rate

$350/hr

“We also offer hourly financial planning services at a rate of $350 per hour, billed in 30-minute increments, which are generally used for follow-up meetings or ongoing planning support beyond the initial project scope.”

Flat or project fee

$600⁠-⁠$1,200

“Ongoing Financial Planning HF collects an initial fee of $600 - $1,200.”

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

How Heartworth Financial LLC bills

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

• “Fees are paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “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 $200 - $600.”

How Heartworth Financial LLC’s fees compare

• Its hourly rate of $350 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 1 of the 3 other planners in St Louis Park that publish an hourly rate charge less.
• Its flat or project fee of $600-$1,200 is below the Minnesota median of $5,250. 3% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• None of the 5 other planners in St Louis Park that publish a flat or project fee charge less.

About Heartworth Financial LLC

• Principal: Mai Yang
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 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

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$396,127

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332065

Website

heartworthfinancial.com (opens in new tab)

Phone

(612) 515-8250

Other planners in St Louis Park that publish fees

• Affiance Financial LLCSt. Louis Park$500⁠-⁠$25,000
• Captar Private WealthSt. Louis Park$500⁠-⁠$100,000
• Carson CapitalSt. Louis Park$1,000/hr, $50,000
• Guardian Wealth Advisors, LLCSt Louis Park$325/hr
• Hauge Wealth Management, LLCSt. Louis Park$10,000
• Secured Retirement Advisors, LLCSt Louis Park$500/hr, $500⁠-⁠$25,000

Compare all 8 planners in St Louis Park