Advisory Advocates LLC fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Advisory Advocates LLC charges a flat or project fee of $250-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$1,500
“The fixed fee ranges from $250 to $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advisory Advocates LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable and is based upon the number of topics covered, the amount of time required to research the client’s situation and whether a written plan in requested.”
- “The fixed fee is due upon delivery of the plan.”
- “The annual management fee is calculated and collected monthly in advance (at the beginning of each month).”
How Advisory Advocates LLC’s fees compare
- Its flat or project fee of $250-$1,500 is below the Michigan median of $3,250. 14% of the 137 other Michigan planners that publish a flat or project fee charge less.
- None of the 9 other planners in Grand Rapids that publish a flat or project fee charge less.
About Advisory Advocates LLC
“The Adviser offers clients financial planning and financial consulting services to evaluate their financial situation, goals and risk tolerance.”
- Firm size: 9 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 243
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $158,607,157
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284100
- Phone
- (866) 597-8938
Can advise clients in 7 states: Florida, Iowa, Illinois, Indiana, Michigan, Ohio, Texas
Other planners in Grand Rapids that publish fees
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Blue Water Asset ManagementGrand Rapids$165-$275/hr, $500-$5,000
- Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200-$50,000/yr
- Financial Advisory CorporationGrand Rapids$19,000/yr
- Hill Island Financial LLCGrand Rapids$1,500-$15,000, $375-$1,000/mo
- Hundred Financial PlanningGrand Rapids$1,500-$10,000
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.