Tradition Wealth Management LLC fees and pricing
Financial planner in Edina, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 12, 2026, Tradition Wealth Management LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Type Fixed Fee Maximum Fee $50,000 Hourly Fee $300 per hour Payable One half (1/2) of the estimated fee is due upon execution of the advisory agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tradition Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable depending on the size and complexity of your account(s) and are not based on a share of capital gains upon or capital appreciation of the funds or any portion of the funds.”
- “In addition, fee adjustments may be made on those accounts where fees are paid in advance subject to Tradition Wealth’s determination.”
- “The initial set-up fee is a onetime fee and is billed with the first billing.”
How Tradition Wealth Management LLC’s fees compare
- Its hourly rate of $300 is above the Minnesota median of $263. 54% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 6 of the 9 other planners in Edina that publish an hourly rate charge less.
About Tradition Wealth Management LLC
- Firm size: 32 employees.
- Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
- Registered as an adviser: 2004 (22 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
- Highest asset based fee in brochure
- 2% a year
- Clients
- 2,155
- Employees
- 32
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $2,603,155,796
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128314
- Phone
- (952) 563-6500
Can advise clients in 23 states: Alaska, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Minnesota, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, Nevada, New York, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin
Other planners in Edina that publish fees
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Acumen Financial Advisors, LLCEdina$500-$10,000/yr
- Cahill Financial Advisors, Inc.EdinaUp to $5,000
- Contego Capital Group, Inc.Edina$500-$5,000
- Cornerstone Wealth Advisors, Inc.Edina$3,000-$40,000, $1,250/qtr
- DSG Capital Advisors, LLCEdina$125-$475/hr
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.