Firm
Exhale Wealth Management, LLC
Minneapolis, Minnesota
Fee-only
Exhale Wealth Management, LLC 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 2 employees and 63 individual clients, 20 of them high net worth.
- Its average account is about $312,000 (assets it manages divided by its 199 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | exhalewealth.com |
| [email protected] |
Exhale Wealth Management, LLC fees
Exhale Wealth Management, LLC 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 | $62 million |
| Individual clients | 43 |
| High-net-worth clients | 20 |
| Accounts managed | 199 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 319219 |