Firm
Bond&Devick Wealth Partners
Saint Louis Park, Minnesota
Fee-only
Bond&Devick Wealth Partners at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 10 advisors are listed here; 8 of 10 hold the CFP.
- Its Form ADV reports 16 employees and 513 individual clients, 330 of them high net worth.
- Its average account is about $542,000 (assets it manages divided by its 1,301 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Saint Louis Park, Minnesota |
|---|---|
| Website | bondanddevick.com |
| [email protected] | |
| Phone | (952) 591-0113 |
Bond&Devick Wealth Partners fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% to 1.25% a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"The current rate is between 0.75% - 1.25% , depending on the amount of assets under management." source
"The current rate is between 0.75% - 1.25% , depending on the amount of assets under management." source
"Our minimum is typically $1,000,000 of investable assets" source
"we charge a transparent fee based on your assets we manage" source
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 | $706 million |
| Individual clients | 183 |
| High-net-worth clients | 330 |
| Accounts managed | 1,301 |
| Employees | 16 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-107852) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 283682 |
Advisors at this firm (10)
Other fee-only firms in Minnesota
- Boreal Advisors · New Brighton
- Caissa Wealth Strategies · Minneapolis
- Calibration Financial · Milaca
- Captar Private Wealth · St. Louis Park
- Carson Capital · St. Louis Park
- Castle Rock Financial Planning, Inc. · Mendota Heights
- Celadon Managed Wealth · Plymouth
- Clerestory Advisors, Inc. · Bloomington