Hyline Wealth fees and pricing
Financial planner in Sioux Falls, South Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Hyline Wealth charges $150-$250 an hour, a flat or project fee of $1,000, a monthly fee of $100, a quarterly fee of $5,625, and an annual fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Where applicable, our hourly rate ranges from $150-$250/hour, depending on the scope and complexity of our engagement with you.”
- Flat or project fee
- $1,000
“A one-time fee of $1,000 may be assessed for “start-up plans”, which are plans that have not been established prior to engaging our firm, and may be invoiced directly to the employer plan sponsor.”
- Monthly fee
- $100/mo
“Our minimum annual flat fee for ongoing services is generally $1,200 per year, billed monthly in arrears at $100 per month or quarterly in arrears at $300 per quarter.”
- Quarterly fee
- $5,625/qtr
“Total quarterly fee would be $5625.00 ($2500 + $1875 + $1250) if AUM ended the quarter at $3,000,000.”
- Annual fee
- $1,200/yr
“Our firm's minimum annual fee is generally $1,200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hyline Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In certain circumstances, our fees may be negotiable.”
- “Our firm’s AUM fees are billed on a pro-rata annualized basis quarterly in arrears based on the value of your account on the last day of the quarter.”
- “The first advisory fee will be assessed on a pro-rata basis taking into account the time for which the account was not managed by us.”
How Hyline Wealth’s fees compare
- Its hourly rate of $150-$250 is below the South Dakota median of $250. 15% of the 13 other South Dakota planners that publish an hourly rate charge less.
- None of the 8 other planners in Sioux Falls that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the South Dakota median of $5,250. 7% of the 14 other South Dakota planners that publish a flat or project fee charge less.
- None of the 7 other planners in Sioux Falls that publish a flat or project fee charge less.
- Its annual fee of $1,200 is below the South Dakota median of $1,600. 40% of the 5 other South Dakota planners that publish an annual fee charge less.
- 2 of the 4 other planners in Sioux Falls that publish an annual fee charge less.
About Hyline Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 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
- 1% a year
- Clients
- 194
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $103,365,471
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152893
- Phone
- (605) 275-2343
Can advise clients in 3 states: Iowa, Minnesota, South Dakota
Other planners in Sioux Falls that publish fees
- Alternative Strategies Group, Inc.Sioux Falls$1,000
- Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
- Impact Wealth ManagementSioux Falls$375/hr, $4,000
- Intelligent InvestmentsSioux Falls$200/hr
- Resolve Capital Management LLCSioux Falls$500-$5,000, $3,000/yr
- Sage Capital Advisors, LLCSioux Falls$250/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.