Thoughtful Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$425/hr

“PROJECT-BASED PLANNING FEES One-time consulting services are offered based on an hourly fee of $425 per hour (called Thoughtful Hours) or based on a negotiable flat fee (called Thoughtful Steps).”

Flat or project fee

$850

“A flat fee of $850 Tier 2:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Thoughtful Financial Planning, LLC bills

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

• “Fees are billed monthly, in arrears, and are a mutually agreed monthly fixed fee.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Any remaining balance of the fee may be billed monthly, as used, in arrears or due upon delivery of the completed work.”

How Thoughtful Financial Planning, LLC’s fees compare

• Its hourly rate of $425 is above the Minnesota median of $263. 91% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 13 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
• Its flat or project fee of $850 is below the Minnesota median of $5,250. 2% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• None of the 14 other planners in Minneapolis that publish a flat or project fee charge less.

About Thoughtful Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

20

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

$6,768,558

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171525

Website

thoughtfulfinancialplanning.com (opens in new tab)

Phone

(612) 460-7355

Other planners in Minneapolis that publish fees

• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000
• Adaptive Financial Design LLCMinneapolis$1,000, $200⁠-⁠$500/mo
• All Star FinancialMinneapolis$25,000
• Allodium Investment Consultants, LLCMinneapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
• Bernstein Financial AdvisoryMinneapolis$250/hr

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