Jnba Financial Advisors, LLC fees and pricing
Financial planner in Bloomington, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Jnba Financial Advisors, LLC charges $125-$250 an hour, a flat or project fee of $1,500-$10,000, and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$250/hr
“AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the…”
- Flat or project fee
- $1,500-$10,000
From the same sentence as above.
- Annual fee
- $10,000/yr
“In such instances, the minimum annual fee of $10,000 will be billed quarterly, until such time as the client’s assets reach $1,000,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jnba Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
- “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter, unless otherwise agreed.”
How Jnba Financial Advisors, LLC’s fees compare
- Its hourly rate of $125-$250 is below the Minnesota median of $263. 13% of the 115 other Minnesota planners that publish an hourly rate charge less.
- None of the 9 other planners in Bloomington that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the Minnesota median of $5,250. 58% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 5 of the 7 other planners in Bloomington that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the Minnesota median of $8,050. 55% of the 49 other Minnesota planners that publish an annual fee charge less.
- 1 of the 2 other planners in Bloomington that publish an annual fee charge less.
About Jnba Financial Advisors, LLC
- Firm size: 36 employees.
- Registered as an adviser: 1984 (42 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
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 1,105
- Employees
- 36
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $2,005,136,361
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106550
- Phone
- (952) 844-0995
Can advise clients in 26 states: Arizona, California, Colorado, District of Columbia, Florida, Iowa, Illinois, Massachusetts, Michigan, Minnesota, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, Wisconsin
Other planners in Bloomington that publish fees
- Barrington Capital Management, Inc.Bloomington$250/hr
- Boyum Wealth Architects LLCBloomington$350/hr, $1,500-$50,000
- Caissa Wealth StrategiesBloomington$170-$450/hr, $3,000
- Centurion Financial Strategies LLCBloomington$350/hr
- Clerestory Advisors, IncBloomington$3,000-$5,000
- Guzek Asset ManagementBloomington$150-$250/hr, $150-$10,000
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.