Willie J. Price, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 10, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$295/hr

“Price, Inc. is compensated on a fee for service basis at a rate of $295.00 per hour.”

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

How Willie J. Price, Inc bills

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

• “Clients are billed when services are provided.”
• “Clients are billed for services performed.”

How Willie J. Price, Inc’s fees compare

• Its hourly rate of $295 is above the Minnesota median of $263. 52% of the 115 other Minnesota planners that publish an hourly rate charge less.
• None of the 2 other planners in Arden Hills that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Willie J. Price, Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

• Military and veterans

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

115226

Phone

(651) 636-0869

Other planners in Arden Hills that publish fees

• Paladin CapitalArden Hills$350/hr, $500⁠-⁠$25,000
• Pitzl FinancialArden Hills$300/hr, $1,500⁠-⁠$5,000
• 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

Compare all 4 planners in Arden Hills