Secured Retirement Advisors, LLC fees and pricing
Financial planner in St Louis Park, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Secured Retirement Advisors, LLC charges $500 an hour and a flat or project fee of $500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our hourly rate for such services is $500 per hour and is negotiable depending on the scope and complexity of the plan, your specific situation, and your investment goals and objectives.”
- Flat or project fee
- $500-$25,000
“- Item 5 Financial Planning Service Fees Our firm may charge a fixed fee for broad-based financial planning services, which ranges between $500 - $25,000 depending upon the complexity and scope of the plan, your financial situation, and your individual objectives.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Secured Retirement Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In no event will we require a payment of $1,200 in fees, six or more months in advance.”
- “If you received the disclosure documents 48 hours in advance or if the five-day grace period has expired, either party may terminate the agreement upon written notice to the other party.”
- “If you are unhappy with the consultation or financial planning process, you may request a refund of our fee within the first 180 calendar days following the date of entering into the investment advisory agreement.”
How Secured Retirement Advisors, LLC’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 3 other planners in St Louis Park that publish an hourly rate charge less.
- Its flat or project fee of $500-$25,000 spans the Minnesota median of $5,250. 77% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 2 of the 5 other planners in St Louis Park that publish a flat or project fee charge less.
About Secured Retirement Advisors, LLC
“We offer broad-based, modular, and consultative financial planning services. Broad-based financial planning services will typically involve providing a variety of services, principally advisory in nature, to you regarding the management of your financial resources based upon an analysis of your individual needs.”
- Firm size: 6 employees.
- Registered as an adviser: 2021 (5 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
- 1.5% a year
- Clients
- 602
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $255,083,132
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144239
- Phone
- (952) 460-3260
Can advise clients in 9 states: Arizona, California, Florida, Iowa, Minnesota, Nebraska, Ohio, Texas, Wisconsin
Other planners in St Louis Park that publish fees
- Affiance Financial LLCSt. Louis Park$500-$25,000
- Captar Private WealthSt. Louis Park$500-$100,000
- Carson CapitalSt. Louis Park$1,000/hr, $50,000
- Guardian Wealth Advisors, LLCSt Louis Park$325/hr
- Hauge Wealth Management, LLCSt. Louis Park$10,000
- Heartworth Financial LLCSt Louis Park$350/hr, $600-$1,200
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.