Thompson Financial Transitions Inc. fees and pricing
Financial planner in White Bear Lake, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, Thompson Financial Transitions Inc. charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Services are offered based on a flat fee of $1,500 for an initial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thompson Financial Transitions Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees for client on the Assetmark platform are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
- “Client will be entitled to a pro rata refund for the days service was not provided in the final billing period.”
How Thompson Financial Transitions Inc.’s fees compare
- Its flat or project fee of $1,500 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 Thompson Financial Transitions Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2022 (4 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
- 1.25% a year
- Clients
- 129
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $46,547,548
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322562
- Phone
- (651) 328-6386
Can advise clients in 3 states: Minnesota, Oklahoma, Wisconsin
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.