Kubo Financial Planning and Investments, LLC fees
Financial planner in Edina, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 2, 2026, Kubo Financial Planning and Investments, LLC (Edina, MN) charges a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Capped at $5,000, at or below the Minnesota median of $5,250.
“Kubo offers financial planning services for a fixed fee engagement fee ranging up to $5,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
How Kubo Financial Planning and Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in advance of each month, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
About Kubo Financial Planning and Investments, LLC
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $31.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 2, 2026
- CRD number
- 291436 (opens in new tab)
- Phone
- (612) 702-8233
Other planners in Edina that publish fees
- Trailhead Planners, LLCEdinaHourly $300-$500/hr
- Exhale WealthEdinaAnnual $500-$30,000/yr
- SilverOak Wealth Management LLCEdinaFlat $1,500-$20,000
- Abens Financial Services IncEdinaHourly $250/hr, Annual $5,000-$100,000/yr
- HolleyJo Wealth AdvisorsEdinaHourly $150/hr, Annual $1,500/yr
- Vera Lake Capital, LLCEdinaFlat up to $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.