Firm
Hyland Lake Partners, LLC
Edina, Minnesota
Fee-only
Hyland Lake Partners, LLC at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 78 individual clients, 32 of them high net worth.
- Its average account is about $259,000 (assets it manages divided by its 361 accounts).
- Its ongoing planning fee starts at $1,000 a year, below 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 | Edina, Minnesota |
|---|---|
| Website | hylandlakepartners.com |
| [email protected] | |
| Phone | (952) 658-6226 |
Hyland Lake Partners, LLC 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 $1,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$1,000 to $10,000* annually" source
"$0 – $1,000,000 1.00%" source
"We partner with individuals and families seeking an ongoing relationship that integrates comprehensive financial planning with investment management." 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 · Fixed fees |
|---|---|
| Assets managed | $93 million |
| Individual clients | 46 |
| High-net-worth clients | 32 |
| Accounts managed | 361 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 26, 2026 |
| SEC record | CRD 332244 |