Firm
Clerestory Advisors, Inc.
Bloomington, Minnesota
Fee-only
Clerestory Advisors, Inc. 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 3 employees and 61 individual clients, 39 of them high net worth.
- Its average account is about $439,000 (assets it manages divided by its 227 accounts).
- Its ongoing planning fee starts at $4,000 a year, above the Minnesota median of $2,100.
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Bloomington, Minnesota |
|---|---|
| Website | clerestoryadvisors.com |
| [email protected] | |
| Phone | (651) 209-2610 |
Clerestory Advisors, Inc. 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.
| Ongoing planning | From $4,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our minimum flat fee for those at least 10 years from retirement is $4,000/year." source
"Our minimum flat fee for those at least 10 years from retirement is $4,000/year." 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 | Fixed fees |
|---|---|
| Assets managed | $100 million |
| Individual clients | 22 |
| High-net-worth clients | 39 |
| Accounts managed | 227 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 148264 |