Element Squared Private Wealth

Element Squared Private Wealth at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 6 advisors are listed here; 1 of 6 hold the ChFC.
• Its Form ADV reports 7 employees and 478 individual clients, 81 of them high net worth.
• Its average account is about $426,000 (assets it manages divided by its 478 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Element Squared Private Wealth fees

Element Squared Private Wealth 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

Advisors at this firm (6)

• Chad Rusten

  ChFC

• Curtis Myran

• Dominick Calvin

• Drew Sweetman

• Jacob Abbott

• Wyatt Schuster

Other fee-only firms in Minneapolis

• EPIQ Partners
• Equal Voices Wealth
• Everest Financial Group
• Exhale Wealth Management, LLC
• Invested Interests
• JNBA Financial Advisors
• Logan Park Wealth Management
• Lottsa

Fee-only advisors in Minnesota