Webb Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Hourly Fee ($150 to $500/hr):”

Annual fee

$1,500⁠-⁠$25,000/yr

“Open Retainer Fee (range from $1,500 to $25,000 annually):”

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

How Webb Financial Group bills

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

• “In the limited event that we bill the client directly, payment is due upon receipt of the invoice.”
• “The annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Payable quarterly beginning at the execution of the advisory agreement with WFG and the balance due at the time of presentation of the plan, unless otherwise negotiated with the client.”

How Webb Financial Group’s fees compare

• Its hourly rate of $150-$500 spans the Minnesota median of $263. 67% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 5 of the 9 other planners in Bloomington that publish an hourly rate charge less.
• Its annual fee of $1,500-$25,000 spans the Minnesota median of $8,050. 69% of the 49 other Minnesota planners that publish an annual fee charge less.
• 2 of the 2 other planners in Bloomington that publish an annual fee charge less.

About Webb Financial Group

• Firm size: 8 employees.
• Founded: 1981 (45 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning

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

1.4% a year

Clients

673

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$397,200,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106617

Website

webbfinancial.com (opens in new tab)

Phone

(952) 837-3200

Can advise clients in 10 states: Arizona, California, Colorado, Florida, Iowa, Illinois, Minnesota, Missouri, 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

Compare all 20 planners in Bloomington