Firm
Heartworth Financial
Saint Louis Park, Minnesota
Fee-only
Heartworth Financial 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 5 individual clients.
- Its average account is about $79,000 (assets it manages divided by its 5 accounts).
- Its ongoing planning fee starts at $2,400 a year, above the Minnesota median of $2,100.
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Saint Louis Park, Minnesota |
|---|---|
| Website | heartworthfinancial.com |
| [email protected] | |
| Phone | (612) 515-8250 |
Heartworth Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"Monthly Fee $200 - $600 plus initial fee of $600 - $1,200" source
"One-time Fee $500 - $5,000 Fee Range" source
"0.50% of Assets Under Management" source
"Monthly Fee $200 - $600 plus initial fee of $600 - $1,200" 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 | $0 million |
| Individual clients | 5 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 332065 |
Advisors at this firm (1)
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- Invested Interests · Minneapolis
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