Lifestage Wealth Management, Inc. fees and pricing

Financial planner in Coon Rapids, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 16, 2026, Lifestage Wealth Management, Inc. charges $100⁠-⁠$200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$200/hr; “LifeSTAGE's hourly fee for Consulting Services ranges from $100-$200 per hour.”

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

“All fees charged by LifeSTAGE for advisory services are negotiable.”
“Travel and related expenses are charged to clients provided the expenses have been authorized in advance by the client.”
“All asset-based fees due LifeSTAGE are payable every three months, after services are provided.”

Its hourly rate of $100-$200 is below the Minnesota median of $263. 4% of the 115 other Minnesota planners that publish an hourly rate charge less.
None of the 2 other planners in Coon Rapids that publish an hourly rate charge less.

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: 2% a year
Clients: 119
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: $74,633,038
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 116143
Phone: (952) 431-5200

Is something on this page wrong or out of date?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