Firm
Couloir Wealth Advisors, Inc.
Welch, Minnesota
Fee-only
Couloir Wealth Advisors, Inc. at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 13 individual clients, 2 of them high net worth.
- Its average account is about $410,000 (assets it manages divided by its 13 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Welch, Minnesota |
|---|---|
| Website | couloirwealth.com |
| [email protected] | |
| Phone | (651) 386-2464 |
Couloir Wealth Advisors, Inc. fees
Couloir Wealth Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects, ongoing planning fee, percentage of assets. 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 | $5 million |
| Individual clients | 11 |
| High-net-worth clients | 2 |
| Accounts managed | 13 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 324446 |
Advisors at this firm (2)
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