Firm
Equal Voices Wealth
Minneapolis, Minnesota
Fee-only
Equal Voices Wealth at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 79 individual clients, 37 of them high net worth.
- Its average account is about $184,000 (assets it manages divided by its 321 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | equalvoices.co |
| Phone | (507) 696-4496 |
Equal Voices Wealth fees
Equal Voices Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | $59 million |
| Individual clients | 42 |
| High-net-worth clients | 37 |
| Accounts managed | 321 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 304113 |