Pulse Financial Planning, LLC

Pulse Financial Planning is a fee-only financial planning practice based out of Rochester, MN, home of the Mayo Clinic. We provide financial planning and investment management to help healthcare professionals organize, invest, and protect their assets. Pulse Financial Planning is a Fee-Only fiduciary advisor and never earns a commission of any kind.

Fee Structure:

We offer 3 financial planning models to best serve the type of engagement you need:

Financial Plan Review

  • $1,999 one-time fee
  • Create a written financial plan with actionable steps for you to implement
  • Best for do-it-yourselfers that want a professional review
  • Limited 1 month engagement

Ongoing Financial Planning

  • $2,999 per year for households
  • $2,499 per year for individuals
  • Can be billed monthly, quarterly, or semi-annually, for example:
    • $249/month for households
    • $208/month for individuals
  • We will create, monitor, and implement your plan

Investment Management

  • For those that want to delegate the management of their investment accounts
  • An ongoing financial planning subscription is required to enter into investment management
Asset Tier Management Fee (AUM)
$0-$50,000    0% (included in Financial Planning Fee)
$50,000-$500,000    0.75% Annually
$500,000+    0.5% Annually

If you would like to learn more, schedule a complimentary consultation.