Trumix Advisors fees and pricing
Financial planner in Bloomington, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Trumix Advisors charges $300 an hour, a monthly fee of $600, and an annual fee of $2,195 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In certain circumstances, project-based financial plans may be billed at an hourly rate of $300 per hour.”
- Monthly fee
- $600/mo
“The fee for Investment Management Services consists of an ongoing fee that is paid monthly, in arrears, starting at $600 per month, based on complexity and needs of the Client, and may be negotiable in certain cases.”
- Annual fee
- $2,195/yr
“For Plan sponsors, our fee includes the above described fee for each plan participant, in addition to an annual fee of $2,195, paid monthly in arrears by the Plan Sponsor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trumix Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be directly debited from account(s) managed by TruMix, via electronic funds transfer, or paid by check.”
- “In the event of termination, Clients will be billed for the amount of time services were provided in the billing period.”
- “Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, starting at $600 per month.”
How Trumix Advisors’ 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.
- 3 of the 9 other planners in Bloomington that publish an hourly rate charge less.
- Its annual fee of $2,195 is below the Minnesota median of $8,050. 14% of the 49 other Minnesota planners that publish an annual fee charge less.
- None of the 2 other planners in Bloomington that publish an annual fee charge less.
About Trumix Advisors
- Firm size: 6 employees.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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
- 0.75% a year
- Clients
- 170
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $169,917,892
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310222
- Phone
- (952) 222-8286
Can advise clients in 4 states: Minnesota, Tennessee, Texas, Wisconsin
Other planners in Bloomington that publish fees
- Barrington Capital Management, Inc.Bloomington$250/hr
- Boyum Wealth Architects LLCBloomington$350/hr, $1,500-$50,000
- Caissa Wealth StrategiesBloomington$170-$450/hr, $3,000
- Centurion Financial Strategies LLCBloomington$350/hr
- Clerestory Advisors, IncBloomington$3,000-$5,000
- Guzek Asset ManagementBloomington$150-$250/hr, $150-$10,000
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.