Thoreson Steffes fees and pricing
Financial planner in Fargo, North Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Thoreson Steffes charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Advisors’ hourly rate will be $250, though it can be negotiated beforehand.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thoreson Steffes bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the account start date through the end of the first month.”
- “Hourly-fee clients are billed monthly after the work is completed.”
How Thoreson Steffes’ fees compare
- Its hourly rate of $250 matches the North Dakota median of $250. 45% of the 11 other North Dakota planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Fargo that publish an hourly rate charge less.
About Thoreson Steffes
“Thoreson Steffes’ (“Advisor”) main service is providing fee-based investment advisory and financial planning. In addition to investment supervisory services, Thoreson Steffes may provide Financial Planning Services to some of its clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 30
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $49,253,138
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164425
- Phone
- (701) 478-3338
Other planners in Fargo that publish fees
- 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
- Light Financial Services, Inc.Fargo$750-$7,500
- Prairiewood Wealth ManagementFargo$500
Is something on this page wrong or out of date?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.