Prevail Financial Partners, LLC fees
Financial planner in Bayport, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 31, 2026, Prevail Financial Partners, LLC (Bayport, MN) charges $275 an hour and a flat or project fee of $800-$3,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 31, 2026. Fees can change.
- Hourly rate
- $275/hr
Above the Minnesota median of $263; 51% of the 63 other planners in Minnesota that publish an hourly rate charge less.
“Hourly fees are a flat fee of $275 per hour, similar financial planning services may be available elsewhere for a lower cost to the client.”
- Flat or project fee
- $800-
$3,000 Below the Minnesota median of $5,250; 7% of the 45 other planners in Minnesota that publish a flat or project fee charge less.
“Fixed fees for longer-term consulting projects or ongoing services range from $800 to $3,000 per project, or annually if a retainer for ongoing services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Prevail Financial Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged in arrears and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
- “Fees are charged in arrears on a monthly basis, meaning that advisory fees for each month are charged on the fifth day of the following month.”
About Prevail Financial Partners, LLC
- Principal: Jesse Sell
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 70
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $63.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 31, 2026
- CRD number
- 299552 (opens in new tab)
- Phone
- (651) 289-6683
More planners in Minnesota that publish fees
- Greater Good FinancialApple ValleyMonthly $250/mo
- Panoramic Financial ManagementBurnsvilleHourly $200/hr
- Guardian Wealth Advisors, LLCSt. Louis ParkHourly from $325/hr
- Couloir Wealth Advisors, Inc.WelchHourly $250/hr, Flat $500-$10,000
- Lottsa Financial Services, Inc.MinneapolisHourly $100-$350/hr
- GEN Financial Management Inc.PlymouthFlat $1,500-$15,000
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.