Pulse Financial Planning fees and pricing

Financial planner in Oronoco, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 8, 2026, Pulse Financial Planning charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $5,000/yr; “The ongoing financial planning fee is $5,000 annually (billed monthly or quarterly in arrears).”

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

“Our billing invoice will indicate the total account value used to calculate the advisory fee.”
“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Its annual fee of $5,000 is below the Minnesota median of $8,050. 31% of the 49 other Minnesota planners that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2019 (7 years).

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: 0.8% a year
Clients: 41
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $22,600,095
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 305430
Website: whitecoatinvestor.com/pulse-financial-planning-llc (opens in new tab)
Phone: (507) 218-7707

Is something on this page wrong or out of date?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.