Firm
Everest Financial Group
Minneapolis, Minnesota
Fee-only
Everest Financial Group at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 12 employees and 1,940 individual clients, 350 of them high net worth.
- Its average account is about $223,000 (assets it manages divided by its 4,505 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | sincerefinancial.com |
| Phone | (763) 923-7525 |
Everest Financial Group fees
Everest Financial Group 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 1,590 |
| High-net-worth clients | 350 |
| Accounts managed | 4,505 |
| Employees | 12 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-67635) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 137260 |