Firm
Pine Grove Financial Group
Woodbury, Minnesota
Fee-only
Facts
| Based in | Woodbury, Minnesota |
|---|---|
| Website | pinegrovefg.com |
| Phone | (651) 714-0323 |
Pine Grove Financial Group fees
Pine Grove Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $1.5 billion |
| Individual clients | 898 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 308193 |