TJ
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
12 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.2M
Fee Structure
Financial Planning:Investment management only
Financial Plan Fee:$750 - $2,500
Hourly Rate:$250 - $350/hr
KUSSKE FINANCIAL, INC. charges fixed and hourly fees. Financial plans range from $750 to $2,500 and are negotiable, based on the complexity of the client's situation. Hourly planning services range from $250 to $350 per hour for limited scope engagements. Some work is done at no cost at the advisor’s discretion.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information
Office location
11980 Portland Ave S, Burnsville, MN, 55337
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kusske Financial, INC.
October 2024 - Present · 1 yr 3 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.