Firm
Adviser Financial Group
Rochester, Minnesota
Fee-only
Adviser Financial Group 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 100 individual clients, 40 of them high net worth.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Rochester, Minnesota |
|---|---|
| Website | adviserline.com |
| Phone | (507) 280-8897 |
Adviser Financial Group fees
Adviser Financial Group 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
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 60 |
| High-net-worth clients | 40 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 115049 |