Pankonin Financial Group fees and pricing
Financial planner in Belle Plaine, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Pankonin Financial Group charges $200 an hour and an annual fee of up to $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Pankonin Financial Group charges an hourly fee of $200 based on complexity and unique Client needs for financial planning.”
- Annual fee
- Up to $5,000/yr
“Ongoing Consulting Pankonin Financial Group charges an fixed annual fee of $0 to $5,000 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pankonin Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month. a.”
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter. a.”
- “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter. a.”
How Pankonin Financial Group’s fees compare
- Its hourly rate of $200 is below the Minnesota median of $263. 17% of the 115 other Minnesota planners that publish an hourly rate charge less.
- Its annual fee of up to $5,000 is below the Minnesota median of $8,050. 16% of the 49 other Minnesota planners that publish an annual fee charge less.
About Pankonin Financial Group
- Principal: Ashton Pankonin
- Firm size: 3 employees.
- Founded: 2017 (9 years).
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
- 1.5% a year
- Clients
- 829
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $92,700,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322520
- Phone
- (952) 873-2703
Other planners in Minnesota that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.