RLN Wealth fees and pricing

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.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$6,500⁠-⁠$30,000

“Fixed fee rates range between $6,500 to $30,000.”

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

How RLN Wealth bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance, ranging from $1,625 to $7,500.”

How RLN Wealth’s fees compare

• Its hourly rate of $500 is above the Minnesota median of $263. 94% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Plymouth that publish an hourly rate charge less.
• Its flat or project fee of $6,500-$30,000 is above the Minnesota median of $5,250. 86% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Plymouth that publish a flat or project fee charge less.

About RLN Wealth

• Principal: Ryan Nelson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

0.9% a year

Minimum

$6,500 minimum fee (stated in brochure)

Clients

9

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$20,133,972

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329060

Website

rlnwealth.com (opens in new tab)

Phone

(612) 499-1501

Other planners in Plymouth that publish fees

• Echo Wealth Management, LLCPlymouth$2,500⁠-⁠$6,000
• Gen Financial Management Inc.Plymouth$1,500⁠-⁠$15,000, $10,750/qtr
• Great River FinancialPlymouth$300⁠-⁠$400/hr
• Phillip James Financial Co.Plymouth$2,500⁠-⁠$5,000, $12,500/yr
• Rossi Dubuque Breckenridge, LLCPlymouth$500⁠-⁠$100,000/yr
• Side-By-Side Financial Planning, LLCPlymouth$1,300⁠-⁠$5,460, $145⁠-⁠$400/mo

Compare all 11 planners in Plymouth