Paratus Wealth Management, LLC fees and pricing
Financial planner in Long Lake, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Paratus Wealth Management, LLC charges $150 an hour and a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Our general consulting fee will not exceed $150 per hour for our advice.”
- Flat or project fee
- $1,000
“Financial planning services are offered on a fixed fee basis not to exceed $1,000 for the initial engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paratus Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Your account will be billed quarterly in arrears based on the average daily balance of all assets in your account for the preceding calendar quarter.”
How Paratus Wealth Management, LLC’s fees compare
- Its hourly rate of $150 is below the Minnesota median of $263. 4% of the 115 other Minnesota planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the Minnesota median of $5,250. 4% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Paratus Wealth Management, LLC
“Paratus offers personalized portfolio management and comprehensive financial planning services to help you, our client2, with creating financial stability and security and the financial independence you desire.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2005 (21 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
- 44
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $72,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137103
- Phone
- (952) 345-6895
Can advise clients in 2 states: Minnesota, South Carolina
Other planners in Long Lake that publish fees
- Liv Wealth ManagementLong Lake$250/mo, $3,000/yr
- 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
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.