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
Website
pankoninfinancial.com (opens in new tab)
Phone
(952) 873-2703

Other planners in Minnesota that publish fees

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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.