Firm
Soaring Investment Management
Sioux Falls, South Dakota
Fee-only
Soaring Investment Management at a glance
- One of 17 fee-only firms based in South Dakota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 32 individual clients.
- Its average account is about $44,000 (assets it manages divided by its 35 accounts).
Facts
| Based in | Sioux Falls, South Dakota |
|---|---|
| Website | soaring-llc.com |
| Phone | (605) 204-6116 |
Soaring Investment Management fees
Soaring Investment Management 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 · Hourly |
|---|---|
| Assets managed | $2 million |
| Individual clients | 32 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 166086 |