MSM Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“At an hourly rate of $150.”

Annual fee

$1,500⁠-⁠$6,000/yr

“Comprehensive Financial Management fees which include financial planning and tax planning and preparation are based on a negotiable fixed fee basis ranging from $1,500 to $6,000 per year based on complexity of the services provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How MSM Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “MSM will send Clients invoices to enable the collection of Comprehensive Financial Management fees.”
• “Clients pay MSM’s advisory fees through AdvicePay using either a debit card, credit card, or bank ACH.”

How MSM Financial, LLC’s fees compare

• Its hourly rate of $150 is below the Minnesota median of $263. 4% of the 115 other Minnesota planners that publish an hourly rate charge less.
• None of the 15 other planners in Minneapolis that publish an hourly rate charge less.
• Its annual fee of $1,500-$6,000 is below the Minnesota median of $8,050. 24% of the 49 other Minnesota planners that publish an annual fee charge less.
• 2 of the 10 other planners in Minneapolis that publish an annual fee charge less.

About MSM Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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

0.3% a year

Clients

16

Employees

1

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

$14,430,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298606

Website

msmfinancial.com (opens in new tab)

Phone

(612) 607-6594

Can advise clients in 10 states: California, Colorado, District of Columbia, Iowa, Kansas, Maryland, Minnesota, North Dakota, Ohio, Virginia

Other planners in Minneapolis that publish fees

• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000
• Adaptive Financial Design LLCMinneapolis$1,000, $200⁠-⁠$500/mo
• All Star FinancialMinneapolis$25,000
• Allodium Investment Consultants, LLCMinneapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
• Bernstein Financial AdvisoryMinneapolis$250/hr

Compare all 36 planners in Minneapolis