Valtinson Bruner Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Services are offered based on an hourly fee of $400 per hour.”

Annual fee

Up to $20,000/yr

“- 4- ONGOING FEES The annual fee ranges from $0 to $20,000 and may be paid quarterly in advance.”

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

How Valtinson Bruner Financial Planning bills

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

• “Fees are billed quarterly in advance or arrears, depending on the Client’s election, based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Valtinson Bruner Financial Planning’s fees compare

• Its hourly rate of $400 is above the Minnesota median of $263. 88% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its annual fee of up to $20,000 spans the Minnesota median of $8,050. 55% of the 49 other Minnesota planners that publish an annual fee charge less.

About Valtinson Bruner Financial Planning

• Firm size: 11 employees.
• Registered as an adviser: 2018 (8 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

1.5% a year

Clients

1,985

Employees

11

Works with

Individuals, high net worth individuals, investment companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$712,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

297866

Website

facebook.com/valtinsonbruner (opens in new tab)

Phone

(651) 628-9832

Can advise clients in 9 states: Arizona, California, Colorado, Florida, Iowa, Minnesota, Texas, Virginia, Wisconsin

Other planners in New Brighton that publish fees

• Boreal Advisors LLCNew Brighton$500⁠-⁠$5,000, $500⁠-⁠$5,000/yr
• 360 FinancialWayzata$325/hr, $600⁠-⁠$20,000
• 7TH ST. FinancialChaska$200/hr
• Abbey StreetEden Prairie$250⁠-⁠$1,000/mo
• Abens Financial Services IncEdina$250/hr, $5,000⁠-⁠$100,000/yr
• Aberdour InvestmentsShoreview$80⁠-⁠$250/hr, $250⁠-⁠$5,000

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