Lottsa Financial Services, Inc. fees
Financial planner in Minneapolis, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Lottsa Financial Services, Inc. (Minneapolis, MN) charges $100-$350 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change.
- Hourly rate
- $100-
$350/hr Runs from below the Minneapolis median of $300 to above it. Runs from below the Minnesota median of $263 to above it.
“Our standard billing rate for this service ranges from $100 - $350 per hour.”
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)
- Team size
- 4 employees
- Registered since
- 2001 (25 years)
How Lottsa Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory Fees will be prorated on account additions or withdrawals in excess of $100,000 based on the number of days services are (or are to be) provided.”
- “Our fee for advisory services is negotiable and may vary dependent on individual client circumstances.”
- “Option 2 - Financial Planning Financial Planning fees are billed on an hourly basis, in three minute increments.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 117
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $95.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 20, 2026
- CRD number
- 118995 (opens in new tab)
- Phone
- (612) 338-7487
Other planners in Minneapolis that publish fees
- Allodium Investment Consultants, LLCMinneapolisHourly $200-$500/hr, Flat $2,500-$50,000
- Schwarz Dygos Wheeler Investment Advisors LLCMinneapolisHourly $250-$500/hr, Flat $1,000-$10,000
- Cordis Financial, LLCMinneapolisFlat $400-$15,000
- WealthSpring Advisors, LLCMinneapolisHourly $150-$250/hr
- White Oaks Wealth Advisors, Inc.MinneapolisFlat from $7,500
- Adaptive Financial Design LLCMinneapolisFlat $1,000-$10,000, Monthly $200-$500/mo
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.