4Square Advisory Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The advisor has not yet negotiated any hourly fees below the $150 standard.”

Flat or project fee

Up to $1,500

“The negotiated fixed rate for creating client financial plans is between $0 and $1,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 4Square Advisory Services, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of 4ASI's fees within five business days of signing the Investment Advisory Contract.”
• “Hourly portfolio management fees are withdrawn directly from the client's accounts with client's written authorization on a monthly basis, or may be invoiced and billed directly to the client on a monthly basis.”
• “Hourly fees are invoiced and billed quarterly.”

How 4Square Advisory Services, Inc.’s fees compare

• Its hourly rate of $150 is below the Michigan median of $250. 6% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of up to $1,500 is below the Michigan median of $3,250. 12% of the 137 other Michigan planners that publish a flat or project fee charge less.

About 4Square Advisory Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Clients

39

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$19,721,407

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

177526

Website

4squareria.com (opens in new tab)

Phone

(800) 930-6454

Other planners in Fenton that publish fees

• Kaydan Wealth Management, Inc.Fenton$75⁠-⁠$550/hr, $575⁠-⁠$7,500
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

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