Wealth Span Capital Management fees and pricing
Financial planner in Northfield, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Wealth Span Capital Management charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Wealth Span Capital will charge a fixed fee for comprehensive financial planning services in the range of $500 to $10,000 based upon the complexity and scope of client’s assets and circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Span Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The method of payment will be agreed to with the client, in advance.”
- “Fixed fees may be negotiated at the discretion of the Advisor and will be agreed upon with the client, in advance.”
- “Fixed fee-based clients are billed upon completion of work performed.”
How Wealth Span Capital Management’s fees compare
- Its flat or project fee of $500-$10,000 spans the Minnesota median of $5,250. 49% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Wealth Span Capital Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 27
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $36,922,447
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283700
- Phone
- (952) 200-9850
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
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.