46 and 2 Investment Advisors, LLC fees and pricing
Financial planner in Traverse City, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, 46 and 2 Investment Advisors, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The hourly fee for these services is $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 46 and 2 Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for full refund of 462IA’s fees, within five business days of signing the Investment Advisory Contract.”
- “Thereafter, clients may terminate the Investment Advisory Contract with thirty days’ written notice. 462IA bills based on the balance on the first day of the billing period.”
- “Clients may terminate the agreement without penalty, for full refund of 462IA’s fees, within five business days of signing the Financial Planning Agreement.”
How 46 and 2 Investment Advisors, LLC’s fees compare
- Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
- None of the 2 other planners in Traverse City that publish an hourly rate charge less.
About 46 and 2 Investment Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Clients
- 37
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $51,957,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169617
- Phone
- (231) 421-7877
Other planners in Traverse City that publish fees
- Ark Advisors, LLCTraverse City$2,000, $1,000-$3,000/qtr
- Black Walnut Wealth ManagementTraverse City$7,500/yr
- Falconer GroupTraverse City$250
- Front Street Wealth ManagementTraverse City$2,500-$17,500
- Old Mission Investment Company, LLCTraverse City$150-$275/hr, $500-$10,000
- Tremonte Financial ConsultantsTraverse City$500/hr, $600-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.