Liv Wealth Management fees and pricing
Financial planner in Long Lake, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Liv Wealth Management charges a monthly fee of $250 and an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $250/mo
“We are paid a xed fee (aka. “retainer” fee) for this service at the rate of $3,000 per year and paid to our rm monthly ($250 per month).”
- Annual fee
- $3,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Liv Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will inform the client in advance of each sub-adviser’s minimum investment criteria.”
- “We will inform the plan sponsor in advance of each investment manager’s minimum criteria.”
- “On a limited basis, our advisory fee can be paid by check or dra from US-based nancial ins tu ons.”
How Liv Wealth Management’s fees compare
- Its annual fee of $3,000 is below the Minnesota median of $8,050. 22% of the 49 other Minnesota planners that publish an annual fee charge less.
About Liv Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- 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
- 19
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $11,651,710
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334397
- Phone
- (612) 940-0908
Other planners in Long Lake that publish fees
- Paratus Wealth Management, LLCLong Lake$150/hr, $1,000
- 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
Is something on this page wrong or out of date?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.