Firm
Pitzl Financial
Arden Hills, Minnesota
Fee-only
Pitzl Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 394 individual clients, 183 of them high net worth.
- Its average account is about $263,000 (assets it manages divided by its 1,892 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Arden Hills, Minnesota |
|---|---|
| Website | pitzlfinancial.com |
| [email protected] | |
| Phone | (651) 287-3712 |
Pitzl Financial fees
Pitzl Financial 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 · Fixed fees |
|---|---|
| Assets managed | $498 million |
| Individual clients | 211 |
| High-net-worth clients | 183 |
| Accounts managed | 1,892 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-113328) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 171441 |
Advisors at this firm (5)
Other fee-only firms in Minnesota
- PlanWell Financial Guidance · Hayfield
- Prevail Financial Partners · Bayport
- Pulse Financial Planning · Rochester
- Punch & Associates · Edina
- Quarry Hill Advisors · Minneapolis
- R.M. Shannon Wealth Management, LLC · Saint Paul
- Red Rock Capital Advisors · Hibbing
- Reinking Financial Consulting · Eden Prairie