Naylor Asset Management, LLC fees
Financial planner in Bloomington, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Naylor Asset Management, LLC (Bloomington, MN) charges up to $550 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change.
- Hourly rate
- Up to $550/hr
Can go up to $550; the Minnesota median is $263.
“NAM charges an hourly fee of up to $550 for financial planning and consulting.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2015 (11 years)
How Naylor Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed Quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund with no obligation.”
- “Client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 60
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $42 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 25, 2026
- CRD number
- 179536 (opens in new tab)
- Phone
- (612) 940-0901
Other planners in Bloomington that publish fees
- Caissa Wealth StrategiesBloomingtonHourly $170-$450/hr, Flat from $3,000
- Clerestory Advisors, IncBloomingtonFlat $3,000-$5,000
- Petros Family Wealth, LLCBloomingtonFlat $500-$10,000
- TruMix AdvisorsBloomingtonHourly $300/hr, Flat $1,200-$10,000
- Wisdom Wealth ManagementBloomingtonHourly $500/hr, Flat $5,000-$10,000
- Your Path Wealth ManagementBloomingtonHourly $350/hr, Flat up to $3,600
Is something on this page wrong or out of date?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.