Firm
Ataraxis Financial
Rochester, Minnesota
Fee-only
Ataraxis Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 106 individual clients, 8 of them high net worth.
- Its average account is about $231,000 (assets it manages divided by its 219 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Rochester, Minnesota |
|---|---|
| Website | ataraxisfinancial.com |
| Phone | (507) 696-1041 |
Ataraxis Financial fees
Ataraxis 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 98 |
| High-net-worth clients | 8 |
| Accounts managed | 219 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 153187 |