The Hatlestad Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,893,498
Total clients
68
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$704,316
About
The Hatlestad Group provides investment management, financial planning and consulting to individuals (including high‑net‑worth clients) and a range of institutional and fiduciary entities such as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and foundations. Services are offered on both a discretionary and non‑discretionary basis and include retirement‑account fiduciary advice under ERISA/IRC where applicable.
The firm tailors portfolios to client objectives and risk tolerance and uses a broad set of analytical methods — including charting, cyclical, fundamental, technical, quantitative analysis and modern portfolio theory — to construct and rebalance allocations. It also may recommend third‑party managers or enter sub‑advisory relationships, while continuing periodic oversight and reporting of client accounts.
Distinctive features in the brochure include no account minimum and a stated financial planning fee range generally between $5,000 and $30,000 (with potential waivers or offsets when combined with investment management). The firm discloses it does not accept commissions or performance‑based fees, maintains a level‑fee/DOL fiduciary posture for applicable retirement advice, and will not accept proxy‑voting authority for client securities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Debt management
Cash flow / budgeting
Equity compensation tax strategy
Fee options
Financial planning and consulting fees are based on a fixed rate, negotiable, generally $5,000 to $30,000.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
Financial planning and consulting fees generally range from $5,000 to $30,000 depending on scope and complexity.
Main office location
The Hatlestad Group
5201 Eden Ave, Suite 300
Edina MN 55436, United States
Number of offices
1
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.
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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
Quick links
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