Hyland Lake Partners fees and pricing
Financial planner in Edina, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 26, 2026, Hyland Lake Partners charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“The fee is calculated on a fixed fee basis and will range from $1,000 to up to $10,000 based on the scope of engagement and complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hyland Lake Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable, however, and we can agree to lower our fees based on factors such as the total amount of assets managed, the relative complexity of the relationship, and whether the client was paying lower fees with a prior adviser.”
- “Our investment management fees are billed quarterly in arrears and are deducted directly from the custodial account holding your assets pursuant to the investment advisory agreement between us.”
- “Financial planning fees are due upon delivery of the financial plan or the termination of the financial planning relationship.”
How Hyland Lake Partners’ fees compare
- Its flat or project fee of $1,000 is below the Minnesota median of $5,250. 4% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- None of the 6 other planners in Edina that publish a flat or project fee charge less.
About Hyland Lake Partners
“The primary function of the Firm is providing financial planning services to individuals and families.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- 78
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $93,354,648
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332244
- Phone
- (952) 658-6226
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
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.