Firm
illumiFI Wealth
Blaine, Minnesota
Fee-only
Facts
| Based in | Blaine, Minnesota |
|---|---|
| Website | illumifiwealth.com |
| [email protected] | |
| Phone | (651) 237-3725 |
illumiFI Wealth 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.
| Ongoing planning | From $1,200 a year |
|---|---|
| Asset-based fee | 0.8% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Fees for ongoing financial planning range from $100-$500/month depending on the complexity of your situation and expertise required." source
"Fees for wealth management start at 0.80% of assets under management (AUM) and tier down as household asset size increase." source
"Fees for wealth management start at 0.80% of assets under management (AUM) and tier down as household asset size increase." source
"Fees for ongoing financial planning range from $100-$500/month depending on the complexity of your situation and expertise required." 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 | $8 million |
| Individual clients | 46 |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 338755 |