ST. Croix Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,500

“$4,500.00 base fee, once over 15 hours, $450.00 hr.”

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

How ST. Croix Advisors, LLC bills

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

• “Cost Basis and Miscellaneous Research, Family Meetings, Business Planning Meetings, Outside Investment Research are billed at our hourly rate in 15-minute increments and is collected directly from our clients at the time of delivery.”
• “All fees are disclosed and agreed upon by our clients in advance of any engagement.”
• “Fees on assets deposited or withdrawn during the quarter will not be prorated based on the number of days remaining in the quarter.”

How ST. Croix Advisors, LLC’s fees compare

• Its flat or project fee of $4,500 is below the Minnesota median of $5,250. 44% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• None of the 2 other planners in Woodbury that publish a flat or project fee charge less.

About ST. Croix Advisors, LLC

• Principal: Brett Anderson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

Employees

1

Works with

Businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$21,900,642

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

159000

Website

stcroixadvisors.com (opens in new tab)

Phone

(651) 337-1919

Can advise clients in 3 states: Florida, Minnesota, Wisconsin

Other planners in Woodbury that publish fees

• Enspyre Wealth Advisors, Inc.Woodbury$10,000, $10,000/yr
• Hammer Advisory Services, Inc.Woodbury$200/hr
• Pine Grove Financial GroupWoodbury$2,500⁠-⁠$10,000
• 360 FinancialWayzata$325/hr, $600⁠-⁠$20,000
• 7TH ST. FinancialChaska$200/hr
• Abbey StreetEden Prairie$250⁠-⁠$1,000/mo

Compare all 6 planners in Woodbury