Firm
Side-By-Side Financial Planning, LLC
Plymouth, Minnesota
Fee-only
Side-By-Side 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.
- Its ongoing planning fee starts at $1,740 a year, below the Minnesota median of $2,100.
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Plymouth, Minnesota |
|---|---|
| Website | sidebysidefinancial.com |
| [email protected] | |
| Phone | (763) 202-5273 |
Side-By-Side Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,740 a year |
|---|---|
| One-time plan | From $1,250 |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"$1,250-$3,450 for initial plan Development and $145-$400 per month, depending on complexity" source
"$1,250-$3,450 for initial plan Development and $145-$400 per month, depending on complexity" source
"$1,250-$3,450 for initial plan Development and $145-$400 per month, depending on complexity" source
"Typically $1,300-$5,460 depending on scope of your needs & questions. No long-term commitment." source
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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 171661 |