MD Financial Advisors / Vestment Financial fees and pricing
Financial planner in Chanhassen, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, MD Financial Advisors / Vestment Financial charges $50-$650 an hour and a monthly fee of $190-$600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$650/hr
“As a fixed fee, typically ranging up to $25,000 depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $50 - $650 per hour dependent upon the skill level of the team member involved (i.e., attorney - $650/hr., senior advisor - $300/hr., staff - $100150/hr.).”
- Monthly fee
- $190-$600/mo
“A monthly subscription or concierge financial planning fee, which typically ranges from $190 to $600 per month depending on the complexity of the client’s situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MD Financial Advisors / Vestment Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Depending on the manner of billing outlined in the client Agreement, clients will either be charged monthly, in arrears, or at the presentation of the financial plan.”
- “Compensation - Retirement Plan Services Fees charged for retirement plan services are generally charged in arrears.”
- “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
How MD Financial Advisors / Vestment Financial’s fees compare
- Its hourly rate of $50-$650 spans the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
About MD Financial Advisors / Vestment Financial
- Firm size: 20 employees.
- Credentials named in the brochure: CFP® and EA.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 1.5% a year
- Clients
- 478
- Employees
- 20
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $304,258,801
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168771
- Phone
- (888) 256-6855
Can advise clients in 23 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Rhode Island, Texas, Washington
Other planners in Chanhassen that publish fees
- Sona Wealth, Sona Wealth Management, Sona Wealth AdvisorsChanhassen$375/hr, $1,500-$4,000
- 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.