Side-By-Side Financial Planning, LLC fees and pricing
Financial planner in Plymouth, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Side-By-Side Financial Planning, LLC charges a flat or project fee of $1,300-$5,460 and a monthly fee of $145-$400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,300-$5,460
“Hourly-based financial planning may range in total project fee from less than $1,300 to $5,460 or more depending on scope of your needs and questions.”
- Monthly fee
- $145-$400/mo
“Thereafter, we will assess a monthly fee ranging from $145 to $400, billed in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Side-By-Side Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment is to be made by check or draft from a US-based financial institution.”
- “Bolognino. “Quarterly Connect” check-ins and annual financial plan updates are also offered and included as part of this service.”
- “While certain engagements may be pro bono, fees for most speaking engagements or educational seminars are negotiated with the program sponsor (i.e., college, university or employer) in advance.”
How Side-By-Side Financial Planning, LLC’s fees compare
- Its flat or project fee of $1,300-$5,460 spans the Minnesota median of $5,250. 38% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 1 of the 5 other planners in Plymouth that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Side-By-Side Financial Planning, LLC
“Offered Side-By-Side Financial Planning, LLC focus is providing financial planning services and educational workshops, both of which are detailed later in this section.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171661
- Phone
- (763) 202-5273
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
- Rossi Dubuque Breckenridge, LLCPlymouth$500-$100,000/yr
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.