Rossi Dubuque Breckenridge, LLC fees and pricing
Financial planner in Plymouth, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 10, 2026, Rossi Dubuque Breckenridge, LLC charges an annual fee of $500-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$100,000/yr
“Annual fees may vary from $500 to $100,000, depending upon services rendered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rossi Dubuque Breckenridge, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are based upon the level of service provided and are based on either a flat rate or hourly rate.”
- “This fee will be billed prospectively (in advance) on a quarterly basis.”
- “Client will receive a refund in the form of a check sent to the client's address of record.”
How Rossi Dubuque Breckenridge, LLC’s fees compare
- Its annual fee of $500-$100,000 spans the Minnesota median of $8,050. 92% of the 49 other Minnesota planners that publish an annual fee charge less.
- 2 of the 2 other planners in Plymouth that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Rossi Dubuque Breckenridge, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 154
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155284
- Phone
- (612) 870-9579
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
- RLN WealthPlymouth$500/hr, $6,500-$30,000
- Side-By-Side Financial Planning, LLCPlymouth$1,300-$5,460, $145-$400/mo
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.