Underdog Wealth Management, LLC fees and pricing
Financial planner in Maple Grove, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 1, 2026, Underdog Wealth Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“UnderDog Wealth Management, LLC | Form ADV Part 2A Brochure | 7 Financial Planning and Consulting Fees UnderDog Wealth Management, LLC charges an hourly fee of $250 per hour for personalized financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Underdog Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on the scope and complexity of the services provided and are negotiable.”
- “Fees are generally billed monthly in arrears and are based upon the market value of assets under management as of the last business day of the prior billing period.”
- “The Firm provides invoices or fee information showing the fee amount, value of assets on which the fee was based, and the calculation methodology.”
How Underdog Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.
- None of the 2 other planners in Maple Grove that publish an hourly rate charge less.
About Underdog Wealth Management, LLC
“UnderDog Wealth Management, LLC provides personalized financial planning and ongoing wealth management services for investment advisory clients. The Firm provides ongoing wealth management services to individuals and families, companies, qualified retirement plans, and IRAs.”
- Firm size: 2 employees.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 402
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $111,880,222
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152998
- Phone
- (763) 497-3000
Other planners in Maple Grove that publish fees
- Dorval & Chorne Financial AdvisorsMaple Grove$500-$5,000
- FpnavigatorsMaple Grove$3,000-$15,000, $150-$1,000/mo
- MHS Advisory Services, LLCMaple Grove$350/hr
- Oak Financial Planning and Coaching, LLCMaple Grove$350-$2,500, $300-$625/qtr
- Paradigm, Strategies in Wealth Management, LLCMaple Grove$7,500
- Twin Cities Wealth Strategies, Inc.Maple Grove$350/hr, $299-$399/mo
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.