Josh Arnold Investment Consultant, LLC fees and pricing

Financial planner in Edina, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 3, 2026, Josh Arnold Investment Consultant, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “FINANCIAL PLANNING and CONSULTING JAIC charges an hourly fee of $250 for financial planning.”

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

“Fees are billed monthly in arrears based on the amount of assets managed as of the last business day of the previous month.”
“If margin is utilized, the fees will be billed based on the gross asset value of the account.”
“Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.
3 of the 9 other planners in Edina that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.5% a year
Clients: 256
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $142,137,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 163088
Website: mrmoneytalk.com (opens in new tab)
Phone: (952) 925-5608

Can advise clients in 4 states: Arizona, Florida, Minnesota, Texas

Is something on this page wrong or out of date?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.