PlannerFees

Oak Financial Planning and Coaching, LLC fees and pricing

Financial planner in Maple Grove, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 4, 2025, Oak Financial Planning and Coaching, LLC charges a flat or project fee of $350⁠-⁠$2,500 and a quarterly fee of $300⁠-⁠$625 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 4, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$350⁠-⁠$2,500
“Form ADV Part 2 - 20160710 Page 8 of 31 Types of Fees and Payment Schedule Financial Planning Services Multi-component planning engagements are assessed a fixed fee ranging from $350 to $2,500.”
Quarterly fee
$300⁠-⁠$625/qtr
“The fee ranges from $300 to $625 per quarter, which will depend on the complexity of the engagement, time involved, etc.”

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

How Oak Financial Planning and Coaching, LLC bills

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

  • “Published fees may be discounted at the discretion of our firm but they are not negotiable.”
  • “Fees may be paid by check or draft from US-based financial institutions.”
  • “Hourly services engagements lasting more than a month will be billed at the end of each month for services rendered during that period.”

How Oak Financial Planning and Coaching, LLC’s fees compare

  • Its flat or project fee of $350-$2,500 is below the Minnesota median of $5,250. 10% of the 108 other Minnesota planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Maple Grove that publish a flat or project fee charge less.

About Oak Financial Planning and Coaching, LLC

“Offered Oak Financial Planning, Inc. provides a broad range of investment advisory solutions to its clients. We also offer periodic educational workshops involving a broad range of financial planning and investing topics.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Divorce
  • Equity compensation
  • 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
10
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, selecting other advisers, educational seminars and workshops, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
283894
Website
danhiebertphd.com (opens in new tab)
Phone
(612) 978-8937

Other planners in Maple Grove that publish fees

Compare all 10 planners in Maple Grove

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.