Firm
The Financial Planning Co.
Waconia, Minnesota
Fee-only
The Financial Planning Co. at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 91 individual clients, 6 of them high net worth.
- Its average account is about $96,000 (assets it manages divided by its 300 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Waconia, Minnesota |
|---|---|
| Website | thefinancialplanningco.com |
The Financial Planning Co. fees
The Financial Planning Co. 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 · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 85 |
| High-net-worth clients | 6 |
| Accounts managed | 300 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 283246 |
Advisors at this firm (2)
Other fee-only firms in Minnesota
- The Hatlestad Group · Edina
- Thoughtful Financial Planning · Minneapolis
- TorchLight Financial · Edina
- TruMix Advisors · Bloomington
- Twele Capital Management · Minnetonka
- Twin Arbor Wealth Management · Saint Paul
- Twin Cities Retirement Group · Plymouth
- Twin Cities Wealth Strategies, Inc. · Maple Grove