Wacker & Associates, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$25⁠-⁠$200/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $25 - $200.”

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

How Wacker & Associates, Inc. bills

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

• “This fee is negotiable based on the needs of the client, the type of client, the complexity of the client’s situation, the composition of the client’s account and the total amount of assets under management for the client.”
• “Fees are paid quarterly in arrears and calculated based on the average daily balance of the account for the quarter.”
• “If a client terminates their contract after 5 business days and they move their account, W&A will charge a prorated fee for the number of days in the quarter during which the contract was active up to the day the contract was terminated.”

How Wacker & Associates, Inc.’s fees compare

• Its hourly rate of $25-$200 is below the Minnesota median of $263. 2% of the 115 other Minnesota planners that publish an hourly rate charge less.

About Wacker & Associates, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

172

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$180,181,134

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

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

SEC CRD number

159879

Phone

(507) 847-3886

Can advise clients in 7 states: Florida, Iowa, Kentucky, Minnesota, Nebraska, South Dakota, Texas

Other planners in Minnesota that publish fees

• 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
• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000

Compare all 271 planners in Minnesota