Firm
Birath Wealth Management
Marshall, Minnesota
Fee-only
Birath Wealth Management 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 114 individual clients, 22 of them high net worth.
- Its average account is about $306,000 (assets it manages divided by its 327 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Marshall, Minnesota |
|---|---|
| Phone | (507) 929-8543 |
Birath Wealth Management fees
Birath Wealth Management 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 |
|---|---|
| Assets managed | $100 million |
| Individual clients | 92 |
| High-net-worth clients | 22 |
| Accounts managed | 327 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 157328 |
Advisors at this firm (2)
Other fee-only firms in Minnesota
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- Caissa Wealth Strategies · Minneapolis
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- Captar Private Wealth · St. Louis Park
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