Lebens Advisory Group

Lebens Advisory Group at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 3 employees and 140 individual clients, 20 of them high net worth.
• Its average account is about $137,000 (assets it manages divided by its 415 accounts).

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

Facts

Lebens Advisory Group fees

Lebens Advisory Group 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

Advisors at this firm (1)

• Steven Lebens

Other fee-only firms in Minnesota

• Lifelong Wealth Advisors · Arden Hills
• Lifeplan Financial · Mankato
• Lifetime Wealth Management · Rochester
• Lions Gate Sovereign Capital · White Bear Lake
• Logan Park Wealth Management · Minneapolis
• Longview Financial · Zimmerman
• Longview Wealth Management · Orono
• Lottsa · Minneapolis

Fee-only advisors in Minnesota