Firm
Modus Advisors
Excelsior, Minnesota
Fee-only
Modus Advisors at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 8 employees and 346 individual clients, 162 of them high net worth.
- Its average account is about $401,000 (assets it manages divided by its 1,500 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Excelsior, Minnesota |
|---|---|
| Website | modusadvisors.com |
| Phone | (952) 946-1000 |
Modus Advisors fees
Modus Advisors 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $601 million |
| Individual clients | 184 |
| High-net-worth clients | 162 |
| Accounts managed | 1,500 |
| Employees | 8 |
| Planning clients | 0 |
| Registered with | The SEC (801-112534) |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 291204 |
Advisors at this firm (4)
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