Lebens Advisory Group LLC fees and pricing
Financial planner in Lakeville, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 18, 2026, Lebens Advisory Group LLC charges a flat or project fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“Fixed fees are billed at $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lebens Advisory Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Wealth management fees are negotiable at the sole discretion of the Advisor.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “On-going fees are billed at 50 basis points per year pursuant to the terms of the financial planning agreement.”
How Lebens Advisory Group LLC’s fees compare
- Its flat or project fee of $2,000 is below the Minnesota median of $5,250. 20% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Lebens Advisory Group LLC
“Lebens offers investment advisory services to individuals, high net worth individuals, corporations and retirement plans (each referred to as a “Client”). Wealth Management Services Lebens provides wealth management services for its Clients.”
- Firm size: 3 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 140
- Employees
- 3
- 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, pension consulting, and selecting other advisers
- Assets managed
- $56,871,445
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175089
- Phone
- (612) 961-0156
Can advise clients in 4 states: Florida, Iowa, Illinois, Minnesota
Other planners in Minnesota that publish fees
- 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
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.