Side-By-Side Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
32
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$0
About
Side-By-Side Financial Planning, LLC is a solo independent advisory firm that provides comprehensive financial planning to individuals, including high‑net‑worth clients, and conducts periodic educational workshops for colleges, universities and employer groups. Its planning services cover cash‑flow and debt management, retirement and education planning, tax and estate considerations, risk management and investment consultation.
The firm emphasizes financial planning and investment consultation rather than discretionary portfolio management or custody of client assets, delivering written plans and implementation guidance for clients to execute through their chosen custodians. Advice is informed by Modern Portfolio Theory and typically favors diversified, low‑cost index‑based vehicles and periodic rebalancing; engagements are structured as modular projects or an ongoing subscription membership and hourly arrangements rather than percentage‑of‑assets fees.
Notable distinctions relative to many independent peers are the firm’s active provision of public educational seminars and the fact that it reports no client assets under management and does not place or aggregate trades on clients’ behalf, leaving implementation and custody to clients and their chosen service providers. The practice is small and clinician‑style: a single advisor serving a limited client base, with a focus on periodic or event‑driven plan reviews and coordination with outside specialists as needed.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Hourly rate $260 per hour for Financial Planning Project
Financial Planning Membership monthly fee ranging from $145 to $400 billed in advance
Minimum fee: Initial fee range $1,250 to $3,450 for Financial Planning Membership Fee-only: Financial Planning Membership initial fee $1,250-$3,450 plus ongoing monthly fee $145-$400; Financial Planning Project hourly fee $260/hour; Educational workshop fees $450-$1,250
Main office location
Side-By-Side Financial Planning, LLC
3235 Fernbrook Lane
Plymouth MN 55447, United States
Number of offices
1
Most active in
Side-By-Side Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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