Siol Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$25,000

“The firm charges a flat fee rate ranging from $1,000 to $25,000 for wealth planning services.”

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

How Siol Wealth Advisors bills

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

• “Our Wealth Planning Fee is invoiced to the Client upon completion and presentation of the Client’s financial plan and due to our firm within thirty (30) days of the invoice date.”
• “Advisory fees that you pay to the third-party investment manager are established and payable in accordance with the brochure provided by each third-party investment manager to whom you are referred.”
• “These fees may or may not be negotiable.”

How Siol Wealth Advisors’ fees compare

• Its flat or project fee of $1,000-$25,000 spans the Minnesota median of $5,250. 81% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 10 of the 14 other planners in Minneapolis that publish a flat or project fee charge less.

About Siol Wealth Advisors

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

9

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$41,034,648

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329032

Phone

(612) 508-4420

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

Compare all 36 planners in Minneapolis