Wealth Planning Group

Wealth Planning Group 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 and 83 individual clients.
• Its average account is about $466,000 (assets it manages divided by its 83 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Wealth Planning Group fees

Wealth Planning Group 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

Advisors at this firm (1)

• Michelle Leisen

  CFP

Other fee-only firms in Minnetonka

• Kingdom Legacy Advisors
• Layline Asset Management
• Marks Group Wealth Management
• Marquette Wealth Management
• Money Matters, Inc.
• Navista Wealth Management
• Twele Capital Management
• UAK Diversified Wealth Advisors

Fee-only advisors in Minnesota