Skinner Financial Services fees and pricing
Financial planner in Sioux Falls, South Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 4, 2026, Skinner Financial Services charges a flat or project fee of up to $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $5,000
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods, based upon the number of days the account was open during those periods. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Skinner Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid quarterly in arrears or advanced based on the value of Client’s account(s) as of the last day of the billing period.”
- “Financial planning fees are paid via check and cash.”
- “Fixed financial planning fees are paid in arrears upon completion.”
How Skinner Financial Services’ fees compare
- Its flat or project fee of up to $5,000 is below the South Dakota median of $5,250. 29% of the 14 other South Dakota planners that publish a flat or project fee charge less.
- 3 of the 7 other planners in Sioux Falls that publish a flat or project fee charge less.
About Skinner Financial Services
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 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
- 47
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, selecting other advisers, and educational seminars and workshops
- Assets managed
- $4,902,859
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330985
- Phone
- (605) 331-4567
Other planners in Sioux Falls that publish fees
- Alternative Strategies Group, Inc.Sioux Falls$1,000
- Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
- Hyline WealthSioux Falls$150-$250/hr, $1,000
- Impact Wealth ManagementSioux Falls$375/hr, $4,000
- Intelligent InvestmentsSioux Falls$200/hr
- Resolve Capital Management LLCSioux Falls$500-$5,000, $3,000/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.