The Advocate Group, LLC fees and pricing
Financial planner in Minnetonka, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 19, 2026, The Advocate Group, LLC charges a flat or project fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$20,000
“Typical initial annual financial planning fees range from $2,500 to $20,000, depending on the complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Advocate Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We may also charge fees for financial planning services, and such fees are agreed to by the client in advance and a written financial planning agreement is signed by the client.”
- “The exact fee will be quoted to the client in advance of beginning any services.”
- “Annual fees are negotiable and will be determined by The Advocate Group based on factors such as the client’s financial situation, as well as breadth and complexity of services needed.”
How The Advocate Group, LLC’s fees compare
- Its flat or project fee of $2,500-$20,000 spans the Minnesota median of $5,250. 74% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Minnetonka that publish a flat or project fee charge less.
About The Advocate Group, LLC
“Financial planning services focus on a client’s overall financial situation. The role of a financial planner is to find ways to help the client understand his/her overall financial situation and help the client set financial objectives.”
- Firm size: 17 employees.
- Registered as an adviser: 2011 (15 years).
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
- 0.95% a year
- Clients
- 346
- Employees
- 17
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $809,930,205
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155270
- Phone
- (952) 693-2630
Can advise clients in 8 states: Arizona, California, Colorado, Florida, Minnesota, Ohio, Texas, Wisconsin
Other planners in Minnetonka that publish fees
- Bluestem Wealth Partners, LLCMinnetonka$300-$20,000
- Duval Investment GroupMinnetonka$175/hr, $2,500/qtr
- E-Wealth PartnersMinnetonka$200-$800/hr, $5,000/yr
- Fidere AdvisorsMinnetonka$100/hr, $5,000
- Lundeen Abrams Advisors, LLCMinnetonka$1,000-$5,000
- Marks Group Wealth Management, Inc.Minnetonka$10,000-$100,000/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.