Adaptive Financial Design

Adaptive Financial Design at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 34 individual clients.
• Its average account is about $137,000 (assets it manages divided by its 104 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Adaptive Financial Design fees

Adaptive Financial Design doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Kari Polasek

  CFP

Other fee-only firms in Minneapolis

• All Star Financial
• Allodium Investment Consultants
• Arete Wealth Strategists
• Authentic Life Financial Planning
• Bernstein Financial Advisory
• Caissa Wealth Strategies
• Compass Capital Management
• Cordis Financial

Fee-only advisors in Minnesota