Laurel Wealth Planning fees
Financial planner in Edina, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 26, 2026, Laurel Wealth Planning (Edina, MN) charges $150-$600 an hour for financial planning.
- Website: laurelwealthplanning.com (opens in new tab)
- Call (952) 854-6250
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change.
- Hourly rate
- $150-
$600/hr Runs from below the Minnesota median of $263 to above it.
“For hourly engagements, we will charge a mutually agreed upon hourly fee of $150 $600, depending on the skill of the financial professional or staff person involved.”
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
- CFP® professional (opens in new tab) and CPA
- Team size
- 8 employees
How Laurel Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Meetings with and 7 Laurel Wealth Planning LLC services provided by other professionals required for implementation (such as your estate planning attorney, accountant, etc.) are billed separately by those professionals.”
- “Such fees shall become due and payable immediately.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 177
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $454 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of May 26, 2026
- CRD number
- 122035 (opens in new tab)
- Phone
- (952) 854-6250
Registered or notice filed in 3 states: California, Minnesota, Texas
Other planners in Edina that publish fees
- Exhale WealthEdinaAnnual $500-$30,000/yr
- HolleyJo Wealth AdvisorsEdinaHourly $150/hr, Annual $1,500/yr
- Torchlight FinancialEdinaHourly $300/hr, Flat $3,000-$12,000
- Kubo Financial Planning and Investments, LLCEdinaFlat up to $5,000
- Flourish Wealth Management Inc.EdinaHourly $150-$400/hr, Flat $7,500-$30,000
- Graff Financial LLCEdinaHourly $200-$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Is something on this page wrong or out of date?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.