Sword and Shield Solutions LLC fees and pricing
Financial planner in Savage, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Sword and Shield Solutions LLC charges a flat or project fee of $500-$2,500 and a monthly fee of $100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“AND CONSULTING Sword and Shield Solutions charges a fixed fee between $500 and $2,500 based on complexity and unique Client needs for financial planning.”
- Monthly fee
- $100/mo
“ONGOING FINANCIAL PLANNING Sword and Shield Solutions charges a fixed monthly fee of $100 for those who desire an ongoing financial planning relationship.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sword and Shield Solutions LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The fee is negotiable and paid in arrears.”
How Sword and Shield Solutions LLC’s fees compare
- Its flat or project fee of $500-$2,500 is below the Minnesota median of $5,250. 11% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Sword and Shield Solutions LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Clients
- 1
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $300,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333123
- Phone
- (651) 214-4867
Other planners in Minnesota that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.