Firm
Bona Fide Finance, LLC
Mandan, North Dakota
Fee-only
Bona Fide Finance, LLC at a glance
- One of 12 fee-only firms based in North Dakota in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 51 individual clients, 8 of them high net worth.
- Its average account is about $125,000 (assets it manages divided by its 126 accounts).
Facts
| Based in | Mandan, North Dakota |
|---|
Bona Fide Finance, LLC fees
Bona Fide Finance, LLC 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 | $16 million |
| Individual clients | 43 |
| High-net-worth clients | 8 |
| Accounts managed | 126 |
| Employees | 4 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 281078 |