Holleyjo Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our Financial Planning fee is $150 per hour for a financial plan on a stand-alone basis.”

Annual fee

$1,500/yr

“We charge an hourly fee of $150 per hour for short-term financial consulting services or an annual fixed fee of $1,500 for on-going financial consulting services.”

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

How Holleyjo Wealth Advisors bills

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

• “Breakdown Assets Under Management 0 – 1,000,000 1,000,000.01 – 5,000,000 5,000,000 + Fee % .9 .6 .3 HolleyJo Wealth Advisors generally bills our fees on a monthly basis in arrears.”
• “All fees will be supported by an invoice to the client itemizing the fee.”
• “Our financial planning and consulting fees are billed separately as unique services.”

How Holleyjo Wealth Advisors’ fees compare

• Its hourly rate of $150 is below the Minnesota median of $263. 4% of the 115 other Minnesota planners that publish an hourly rate charge less.
• None of the 9 other planners in Edina that publish an hourly rate charge less.
• Its annual fee of $1,500 is below the Minnesota median of $8,050. 8% of the 49 other Minnesota planners that publish an annual fee charge less.
• None of the 5 other planners in Edina that publish an annual fee charge less.

About Holleyjo Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

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

0.9% a year

Clients

16

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

$6,677,077

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307642

Website

holleyjo.com (opens in new tab)

Phone

(612) 284-2278

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

Compare all 26 planners in Edina