Strategic Financial Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“The hourly fee for these services is $125.”

Flat or project fee

$250⁠-⁠$1,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $250 and $1,000.”

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

How Strategic Financial Inc. bills

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

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid in arrears upon completion.”

How Strategic Financial Inc.’s fees compare

• Its hourly rate of $125 is below the North Dakota median of $250. None of the 11 other North Dakota planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$1,000 spans the North Dakota median of $913. 43% of the 7 other North Dakota planners that publish a flat or project fee charge less.

About Strategic Financial Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2008 (18 years).

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

Clients

289

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$40,513,042

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147215

Phone

(701) 356-5239

Can advise clients in 2 states: Minnesota, North Dakota

Other planners in North Dakota that publish fees

• Blake Wealth StrategiesGrand Forks$500
• Bona Fide FinanceMandan$275/hr, $550
• Complete Investment Advisory, LLCFargo$250/hr
• Cultivate FinancialFargo$300/hr, $500⁠-⁠$6,000
• Eighth Wonder InvestmentsFargo$125/hr
• Fjell CapitalFargo$500/hr, $1,250/qtr

Compare all 23 planners in North Dakota