Planwell Financial Guidance, LLC fees and pricing
Financial planner in Blooming Prairie, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Planwell Financial Guidance, LLC charges $190 an hour, a monthly fee of $30-$120, a quarterly fee of $90-$360, and an annual fee of $6,400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $190/hr
“Offered at an hourly rate of $190.00 per hour.”
- Monthly fee
- $30-$120/mo
“Investment Advisement (PFG does not manage) Investment Advisement fees consist of an ongoing fee that is paid either monthly or quarterly, in advance, at the rate of $30.00 to $120.00 per month or $90.00 - $360.00 per quarter, based on complexity.”
- Quarterly fee
- $90-$360/qtr
From the same sentence as above.
- Annual fee
- $6,400/yr
“The maximum annual fee of $6,400. 9 No increase in the annual fee schedule shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Planwell Financial Guidance, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are prorated and paid in advance on a quarterly basis.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Planwell Financial Guidance, LLC’s fees compare
- Its hourly rate of $190 is below the Minnesota median of $263. 16% of the 115 other Minnesota planners that publish an hourly rate charge less.
- Its annual fee of $6,400 is below the Minnesota median of $8,050. 47% of the 49 other Minnesota planners that publish an annual fee charge less.
About Planwell Financial Guidance, LLC
- Principal: Lloyd Miller
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 0.8% a year
- Minimum
- $600 minimum fee (stated in brochure)
- Clients
- 110
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $55,573,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293932
- Phone
- (507) 380-5558
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.