MHS Advisory Services, LLC fees and pricing
Financial planner in Maple Grove, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 19, 2026, MHS Advisory Services, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“MHS Advisory charges an hourly fee of $350 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MHS Advisory Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Since this fee is negotiable, the exact fee paid by the client will be clearly stated in the Portfolio Management Agreement signed by the client and the firm.”
- “Portfolio management fees are billed monthly, in arrears and are based on the value of your portfolio at the end of the preceding month.”
- “At the inception of portfolio management services, the first pay period’s fees will be calculated on a pro-rata basis.”
How MHS Advisory Services, LLC’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.
- 1 of the 2 other planners in Maple Grove that publish an hourly rate charge less.
About MHS Advisory Services, LLC
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Insurance analysis
- 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
- Clients
- 310
- Employees
- 7
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $253,334,435
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174590
- Phone
- (952) 541-9201
Can advise clients in 3 states: California, Minnesota, Texas
Other planners in Maple Grove that publish fees
- Dorval & Chorne Financial AdvisorsMaple Grove$500-$5,000
- FpnavigatorsMaple Grove$3,000-$15,000, $150-$1,000/mo
- Oak Financial Planning and Coaching, LLCMaple Grove$350-$2,500, $300-$625/qtr
- Paradigm, Strategies in Wealth Management, LLCMaple Grove$7,500
- Twin Cities Wealth Strategies, Inc.Maple Grove$350/hr, $299-$399/mo
- Underdog Wealth Management, LLCMaple Grove$250/hr
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.