Paradigm, Strategies in Wealth Management, LLC fees and pricing
Financial planner in Maple Grove, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, Paradigm, Strategies in Wealth Management, LLC charges a flat or project fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,500
“Type Fixed Fee Maximum Fee $7,500 Payable Payable one-half (1/2) upon execution of the advisory agreement with Paradigm and the balance due at the time of presentation of the plan, unless otherwise negotiated with you.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paradigm, Strategies in Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are not based on a share of capital gains upon or capital appreciation of the funds or any portion of the funds.”
- “Paradigm will provide you with a fee invoice that identifies the advisory fee and the value of the account on which the fee was calculated.”
- “Advisory fees will be charged in arrears on a calendar quarterly basis.”
How Paradigm, Strategies in Wealth Management, LLC’s fees compare
- Its flat or project fee of $7,500 is above the Minnesota median of $5,250. 60% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Maple Grove that publish a flat or project fee charge less.
About Paradigm, Strategies in Wealth Management, LLC
- Firm size: 5 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 1995 (31 years).
Planning areas mentioned in the brochure
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 218
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $313,662,138
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110372
- Phone
- (763) 201-1025
Can advise clients in 5 states: California, Florida, Minnesota, Texas, Wisconsin
Other planners in Maple Grove that publish fees
- Dorval & Chorne Financial AdvisorsMaple Grove$500-$5,000
- FpnavigatorsMaple Grove$3,000-$15,000, $150-$1,000/mo
- MHS Advisory Services, LLCMaple Grove$350/hr
- Oak Financial Planning and Coaching, LLCMaple Grove$350-$2,500, $300-$625/qtr
- Twin Cities Wealth Strategies, Inc.Maple Grove$350/hr, $299-$399/mo
- Underdog Wealth Management, LLCMaple Grove$250/hr
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.