Firm
PharmD Financial Planning LLC
Owatonna, Minnesota
Fee-only
PharmD Financial Planning LLC 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 48 individual clients, 21 of them high net worth.
- Its average account is about $287,000 (assets it manages divided by its 122 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Owatonna, Minnesota |
|---|
PharmD Financial Planning LLC fees
PharmD Financial Planning LLC 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 | Fixed fees |
|---|---|
| Assets managed | $35 million |
| Individual clients | 27 |
| High-net-worth clients | 21 |
| Accounts managed | 122 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 311179 |
Advisors at this firm (1)
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