Pine Grove Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“The minimum fixed fee is generally $2,500 and the maximum fixed fee is generally no more than $10,000.”

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

How Pine Grove Financial Group bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
• “Fees are also prorated for client deposits and withdrawals made during a quarterly billing period.”

How Pine Grove Financial Group’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the Minnesota median of $5,250. 59% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Woodbury that publish a flat or project fee charge less.

About Pine Grove Financial Group

• Firm size: 24 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• 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

1.25% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

1,404

Employees

24

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 educational seminars and workshops

Assets managed

$1,491,320,609

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

308193

Website

pinegrovefg.com (opens in new tab)

Phone

(651) 714-0323

Can advise clients in 17 states: Arizona, California, Colorado, Florida, Iowa, Illinois, Louisiana, Maryland, Minnesota, North Carolina, Nebraska, Ohio, Pennsylvania, South Carolina, Texas, Washington, Wisconsin

Other planners in Woodbury that publish fees

• Enspyre Wealth Advisors, Inc.Woodbury$10,000, $10,000/yr
• Hammer Advisory Services, Inc.Woodbury$200/hr
• ST. Croix Advisors, LLCWoodbury$4,500
• 360 FinancialWayzata$325/hr, $600⁠-⁠$20,000
• 7TH ST. FinancialChaska$200/hr
• Abbey StreetEden Prairie$250⁠-⁠$1,000/mo

Compare all 6 planners in Woodbury