Superior Financial, LLC fees and pricing

Financial planner in Rochester, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 24, 2026, Superior Financial, LLC charges a monthly fee of $300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are negotiable in the sole discretion of SF; furthermore, SF may have legacy clients under different engagements and fees than those described below. 3 A.”
“Fees will be returned within fourteen days to the client via check or deposited back into the account.”

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2026.

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: 0.95% a year
Clients: 120
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $112,181,935
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 148326
Website: superiorfinancialllc.com (opens in new tab)
Phone: (507) 316-0160

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

Is something on this page wrong or out of date?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.