Winter & Associates, Inc. fees and pricing
Financial planner in St. Paul, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 18, 2026, Winter & Associates, Inc. charges $350-$400 an hour and a flat or project fee of $3,500-$6,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$400/hr
“For less complex, specialized engagements, we may 9 determine that an hourly fee is more appropriate, which ranges from $350-$400/hr.”
- Flat or project fee
- $3,500-$6,500
“For financial planning and consulting services, we typically charge a flat project fee ranging from $3,500 to $6,500 depending upon complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Winter & Associates, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For asset management services we provide, fees are charged on a quarterly basis in advance or arrears, based on assets under management.”
- “Fees for accounts that are maintained for less than a full billing period will be prorated.”
- “Fees that are collected in advance will be prorated and returned, without interest, if an account is terminated before the billing period ends.”
How Winter & Associates, Inc.’s fees compare
- Its hourly rate of $350-$400 is above the Minnesota median of $263. 85% of the 115 other Minnesota planners that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$6,500 spans the Minnesota median of $5,250. 45% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in St. Paul that publish a flat or project fee charge less.
About Winter & Associates, Inc.
“We provide asset management services, financial planning and consulting, selection of other investment advisers, and retirement plan consulting. We provide investment advisory services, including asset management, financial planning and consulting and retirement plan consulting.”
- Firm size: 5 employees.
- Credentials named in the brochure: EA.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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% a year
- Clients
- 203
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $179,734,556
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310349
- Phone
- (651) 414-5000
Can advise clients in 7 states: California, Massachusetts, Minnesota, Nebraska, New York, Texas, Wisconsin
Other planners in St. Paul that publish fees
- Endurance Financial GroupSt. Paul$4,000-$6,750/yr
- Fiduciary Counselling IncSt Paul$1,500, $500/yr
- R.m. Shannon Wealth Management, LLCSt. Paul$300/hr, $2,500-$20,000
- White Turf Financial LLC.St Paul$7,500-$10,000, $750-$1,000/mo
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.