Firm
S3
Minneapolis, Minnesota
Fee-only
S3 at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 95 individual clients, 35 of them high net worth.
- Its average account is about $448,000 (assets it manages divided by its 198 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | s3financial.com |
| [email protected] | |
| Phone | (612) 929-7000 |
S3 fees
S3 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 · Hourly |
|---|---|
| Assets managed | $89 million |
| Individual clients | 60 |
| High-net-worth clients | 35 |
| Accounts managed | 198 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-57681) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 108401 |