Pivotal Wealth and Tax fees and pricing
Financial planner in Preston, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Pivotal Wealth and Tax charges $50-$400 an hour, a flat or project fee of $125-$1,110, and a monthly fee of $150-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$400/hr
“The negotiated hourly fee for these services is between $50 and $400.”
- Flat or project fee
- $125-$1,110
“The negotiated fixed fee is between $125 and $1,110.”
- Monthly fee
- $150-$3,000/mo
“The negotiated bookkeeping subscription fee based on the bookkeeping matrix is between $150 and $3,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pivotal Wealth and Tax bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of PWT's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of PWT's fees within five business days of signing the Investment Advisory Contract.”
How Pivotal Wealth and Tax’s fees compare
- Its hourly rate of $50-$400 spans the Minnesota median of $263. 30% of the 115 other Minnesota planners that publish an hourly rate charge less.
- Its flat or project fee of $125-$1,110 is below the Minnesota median of $5,250. 1% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Pivotal Wealth and Tax
- Firm size: 4 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 314
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $17,450,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 321023
- Phone
- (507) 458-3897
Can advise clients in 4 states: California, Illinois, Minnesota, Wisconsin
Other planners in Minnesota that publish fees
- 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
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.