Wellencourt Wealth Management LLC fees and pricing
Financial planner in Wayzata, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Wellencourt Wealth Management LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Financial Planning fee is an hourly rate is $150.00 per hour, depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wellencourt Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 15 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Wellencourt Wealth Management LLC’s fees compare
- Its hourly rate of $150 is below the Minnesota median of $263. 4% of the 115 other Minnesota planners that publish an hourly rate charge less.
- None of the 2 other planners in Wayzata that publish an hourly rate charge less.
About Wellencourt Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,166,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337369
- Phone
- (612) 314-5120
Other planners in Wayzata that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- Perceptive Edge Investment Management, Inc.Wayzata$200-$400/hr, $10,000-$80,000/yr
- 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
Is something on this page wrong or out of date?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.