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 are specialized in serving healthcare professionals so you can focus on what is important: your family, your patients, and yourself. We offer comprehensive financial planning services for a monthly subscription. The only compensation we accept is directly from our clients. That means we never get compensated by any 3rd parties via commission, referral fees, mutual funds, or any other method. We are here to serve nobody but you. We include the first $50,000 of investment management as part of our monthly financial planning fee. We do not maintain account minimums. For those that prefer to have us implement all of their investments, there is an added optional wealth management fee.
- Services: Financial planning, investment management
- Fee Structure: Flat-fee, AUM Fee
- Location: Rochester, MN
- Pulse Financial Planning Application, ADV2
- Website, [email protected], (507)218-7707
We offer 2 financial planning services to best serve your needs:
Financial Plan Review
- $1,499 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
- $999 for first month, then:
- $149/month for individuals
- $199/month for households
- We will create your written financial plan and keep you on track to reach your goals
- Requires 6 month commitment
Investment management is an optional added service for those that want to delegate the management of their investment accounts. The 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)|
If you would like to learn more, schedule a free consultation today.