Mako Wealth Group fees and pricing
Financial planner in Rochester, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 18, 2026, Mako Wealth Group charges $350 an hour and a flat or project fee of up to $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly rate is $350.”
- Flat or project fee
- Up to $25,000
“Fixed fee rates range between $0 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mako Wealth Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Mako Wealth Group’s fees compare
- Its hourly rate of $350 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
- Its flat or project fee of up to $25,000 spans the Minnesota median of $5,250. 76% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Rochester that publish a flat or project fee charge less.
About Mako Wealth Group
- Principal: Thomas Knutson
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341865
- Phone
- (239) 508-7692
Other planners in Rochester that publish fees
- Adviser Financial Group, IncRochester$175-$200/hr, $750-$3,000
- Fortress Financial Group, LLCRochester$1,500-$20,000, $1,500-$20,000/yr
- Strategic Asset Management LLC.Rochester$500-$2,500
- Superior Financial, LLCRochester$300/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.