Schwarz Dygos Wheeler Investment Advisors LLC fees and pricing

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

$250⁠-⁠$500/hr

“SDW charges an hourly fee ranging from $250 to $500 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan.”

Flat or project fee

$1,000⁠-⁠$10,000

“SDW will charge a fixed fee that ranges from $1,000.00 to $10,000.00, for broad based planning services.”

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

How Schwarz Dygos Wheeler Investment Advisors LLC bills

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

• “At the sole discretion of SDW, these fees are negotiable.”
• “Fees are billed monthly, in advance and are based on the value of your portfolio at the end of the preceding month.”
• “When we bill you directly for the payment of our fees, we expect payment in full upon invoice presentation.”

How Schwarz Dygos Wheeler Investment Advisors LLC’s fees compare

• Its hourly rate of $250-$500 spans the Minnesota median of $263. 85% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 11 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Minnesota median of $5,250. 55% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 5 of the 14 other planners in Minneapolis that publish a flat or project fee charge less.

About Schwarz Dygos Wheeler Investment Advisors LLC

• Firm size: 7 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2008 (18 years).

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

1.25% a year

Clients

523

Employees

7

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$730,354,266

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147384

Website

facebook.com/sdwadvisors (opens in new tab)

Phone

(612) 355-4360

Can advise clients in 9 states: Arizona, California, Colorado, Florida, Illinois, Minnesota, Oregon, Texas, Wisconsin

Other planners in Minneapolis that publish fees

• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000
• Adaptive Financial Design LLCMinneapolis$1,000, $200⁠-⁠$500/mo
• All Star FinancialMinneapolis$25,000
• Allodium Investment Consultants, LLCMinneapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
• Bernstein Financial AdvisoryMinneapolis$250/hr

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