Trott Brook Financial fees and pricing

Financial planner in Anoka, Minnesota. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 23, 2026, Trott Brook Financial charges a monthly fee of $250⁠-⁠$500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $250⁠-⁠$500/mo; “ONGOING FINANCIAL PLANNING AND CONSULTING Trott Brook charges an ongoing monthly fee ranging from $250 - $500 per month based on complexity and unique Client needs.”

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

“Fees 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.”
“The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

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: 1.4% a year
Clients: 155
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $120,465,881
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 290962
Website: facebook.com/trottbrook (opens in new tab)
Phone: (763) 213-1000

Can advise clients in 2 states: Florida, Minnesota

Is something on this page wrong or out of date?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.