Pitzl Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Advisor’s financial planning fees may be negotiable, depending upon the level and scope of the services required, but generally are $300 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“Financial Planning fees may also be charged on a fixed fee basis, typically ranging from $1500 to $5000 depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client.”

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

How Pitzl Financial bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Pitzl Financial’s fees compare

• Its hourly rate of $300 is above the Minnesota median of $263. 54% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Arden Hills that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the Minnesota median of $5,250. 36% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Pitzl Financial

• Firm size: 8 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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% a year

Clients

394

Employees

8

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

$497,981,581

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171441

Website

pitzlfinancial.com (opens in new tab)

Phone

(651) 287-3712

Can advise clients in 5 states: Colorado, Florida, Minnesota, Texas, Wisconsin

Other planners in Arden Hills that publish fees

• Paladin CapitalArden Hills$350/hr, $500⁠-⁠$25,000
• Willie J. Price, IncArden Hills$295/hr
• 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

Compare all 4 planners in Arden Hills