Firm
Hammer Advisory Services
Woodbury, Minnesota
Fee-only
Hammer Advisory Services 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 1 employee and 74 individual clients, 31 of them high net worth.
- Its average account is about $433,000 (assets it manages divided by its 131 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Woodbury, Minnesota |
|---|---|
| Website | hammeradvisory.com |
| Phone | (651) 357-5536 |
Hammer Advisory Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $200 an hour |
|---|---|
| How it charges | Percentage of assets · Flat fee · Hourly |
In the firm's words
"We will agree on a flat fee based on an estimate of how many hours I will work on your plan at $200 per hour." source
"Retirement/Financial Planning for a Flat Fee:" source
"My fee schedule is available on request. Fees may be negotiable." source
"We will agree on a flat fee based on an estimate of how many hours I will work on your plan at $200 per hour." source
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 | $57 million |
| Individual clients | 43 |
| High-net-worth clients | 31 |
| Accounts managed | 131 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 27, 2026 |
| SEC record | CRD 152914 |