Wisdom Wealth Management fees and pricing
Financial planner in Bloomington, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Wisdom Wealth Management charges $500 an hour and a flat or project fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our hourly rate is $500.”
- Flat or project fee
- $5,000-$10,000
“Fixed fee rates typically range between $5,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wisdom Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s).”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and termi nating billing periods.”
- “Fees are negotiable and the final agreed up on fee will be outlined in your Project -Based Financial Planning Agreement.”
How Wisdom Wealth Management’s fees compare
- Its hourly rate of $500 is above the Minnesota median of $263. 94% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 9 of the 9 other planners in Bloomington that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$10,000 spans the Minnesota median of $5,250. 60% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 6 of the 7 other planners in Bloomington that publish a flat or project fee charge less.
About Wisdom Wealth Management
“Our primary business is to offer Wealth Management to our C lients, which encompasses both investment management services and financial planning.”
- Principal: Anne Ward
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement 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
- 2% a year
- Minimum
- $625 minimum fee (stated in brochure)
- Clients
- 23
- Employees
- 2
- 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 selecting other advisers
- Assets managed
- $39,252,324
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332421
- Phone
- (952) 800-4996
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
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.