Firm
Astute Financial
Rapid City, South Dakota
Fee-only
Astute Financial at a glance
- One of 17 fee-only firms based in South Dakota in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 43 individual clients, 23 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 53 accounts).
Facts
| Based in | Rapid City, South Dakota |
|---|---|
| Phone | (605) 646-3573 |
Astute Financial fees
Astute Financial 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $82 million |
| Individual clients | 20 |
| High-net-worth clients | 23 |
| Accounts managed | 53 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 306496 |