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Firm

Fiduciary Counselling

St Paul, Minnesota

Fee-only

Fiduciary Counselling at a glance

  • One of 180 fee-only firms based in Minnesota in the Wellspent graph.
  • 18 advisors are listed here; 10 of 18 hold the CFP.
  • Its Form ADV reports 87 employees and 1,645 individual clients, 643 of them high net worth.
  • Its average account is about $5.7 million (assets it manages divided by its 1,761 accounts).

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

Facts

Based inSt Paul, Minnesota
Phone(651) 228-0935

Fiduciary Counselling fees

Fiduciary Counselling 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 byPercentage of assets · Fixed fees
Assets managed$10.1 billion
Individual clients1,002
High-net-worth clients643
Accounts managed1,761
Employees87
Planning clients251-500
Registered withThe SEC (801-4158)
Financial planningOffered
Form ADV filedMarch 17, 2026
SEC recordCRD 104753

Advisors at this firm (18)