PlannerFees

Nepsis, Inc. fees and pricing

Financial planner in Minneapolis, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 4, 2026, Nepsis, Inc. charges $250 an hour and an annual fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Clients that contract with us for financial planning and consulting services will be charged based upon our hourly rate of $250 (subject to adjustment over time) or as a fixed fee agreed upon at the time you sign the investment advisory agreement.”
Annual fee
$1,500/yr
“Research & Analysis costs $1500 per year 2.”

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

How Nepsis, Inc. bills

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

  • “If required by the client, Nepsis also has the ability to invoice you directly for all asset management fees.”
  • “The annual fee for portfolio management services is billed quarterly in advance based on the asset value at the end of the previous quarter.”
  • “This fee is negotiable at our discretion.”

How Nepsis, Inc.’s fees compare

  • Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.
  • 4 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
  • Its annual fee of $1,500 is below the Minnesota median of $8,050. 8% of the 49 other Minnesota planners that publish an annual fee charge less.
  • 1 of the 10 other planners in Minneapolis that publish an annual fee charge less.

About Nepsis, Inc.

“We offer investment supervisory services, financial planning and consulting to you, our clients, through our Investment Advisor Representatives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 37 employees.
  • Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2.5% a year
Clients
590
Employees
37
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed
$344,509,038
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
141203
Website
instagram/investwithclarity (opens in new tab)
Phone
(952) 746-2003

Can advise clients in 18 states: Arizona, California, Colorado, Florida, Hawaii, Iowa, Idaho, Illinois, Indiana, Louisiana, Minnesota, North Carolina, Nebraska, New York, Tennessee, Texas, Washington, Wisconsin

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