Lundeen Abrams Advisors, LLC fees and pricing
Financial planner in Minnetonka, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Lundeen Abrams Advisors, LLC charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lundeen Abrams Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of LAA's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the statement of investment selection.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
How Lundeen Abrams Advisors, LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 is below the Minnesota median of $5,250. 31% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Minnetonka that publish a flat or project fee charge less.
About Lundeen Abrams Advisors, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
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
- 2.45% a year
- Clients
- 58
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $21,033,097
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310589
- Phone
- (952) 933-8489
Other planners in Minnetonka that publish fees
- Bluestem Wealth Partners, LLCMinnetonka$300-$20,000
- Duval Investment GroupMinnetonka$175/hr, $2,500/qtr
- E-Wealth PartnersMinnetonka$200-$800/hr, $5,000/yr
- Fidere AdvisorsMinnetonka$100/hr, $5,000
- Marks Group Wealth Management, Inc.Minnetonka$10,000-$100,000/yr
- Navista Wealth Management, Inc.Minnetonka$75-$350/hr, $200-$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.