Icon Financial fees and pricing
Financial planner in Prior Lake, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 29, 2026, Icon Financial charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“FINANCIAL PLANNING and CONSULTING Financial planning and consulting services are offered to all clients based on a negotiable hourly fee of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Icon Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “The client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”
How Icon Financial’s 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.
About Icon Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 87
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $38,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287830
- Phone
- (800) 792-4809
Other planners in Prior Lake that publish fees
- Compass Private Wealth Consulting, LLCPrior Lake$250/hr
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
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.