Soaring Investment Management, LLC fees and pricing
Financial planner in Sioux Falls, South Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Soaring Investment Management, LLC charges $250 an hour, a monthly fee of $50, and an annual fee of $600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Services are offered based on an hourly fee of $250 per hour.”
- Monthly fee
- $50/mo
“Financial Consulting Services are offered based on a flat fee of $50 per month with a maximum of $600 annually.”
- Annual fee
- $600/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Soaring Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is then deducted in advance on a monthly basis.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the day’s services are provided during the given period.”
- “Fees for financial plans are due upon delivery of the completed plan.”
How Soaring Investment Management, LLC’s fees compare
- Its hourly rate of $250 matches the South Dakota median of $250. 46% of the 13 other South Dakota planners that publish an hourly rate charge less.
- 4 of the 8 other planners in Sioux Falls that publish an hourly rate charge less.
- Its annual fee of $600 is below the South Dakota median of $1,600. None of the 5 other South Dakota planners that publish an annual fee charge less.
- None of the 4 other planners in Sioux Falls that publish an annual fee charge less.
About Soaring Investment Management, LLC
“Soaring offers two types of financial planning and consulting services. Including a strategy for accumulating the required retirement capital and its planned lifetime distribution. • Comprehensive risk management plan: Identify all risk exposures and provide the necessary coverage”
- Principal: Denis J. Paquette
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1,544,551
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 166086
- Phone
- (605) 204-6116
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.