Advisory Alpha, LLC fees and pricing
Financial planner in Holland, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Advisory Alpha, LLC charges $50-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$400/hr
“Hourly fees are between $50 and $400 per hour while fixed fees are determined on a case-by-case basis, but generally range from $1,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advisory Alpha, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable depending on your needs and the complexity of your situation.”
- “Generally, asset-based fees are paid quarterly in arrears.”
- “However, in some cases fees may be paid quarterly in advance or monthly in arrears.”
How Advisory Alpha, LLC’s fees compare
- Its hourly rate of $50-$400 spans the Michigan median of $250. 34% of the 170 other Michigan planners that publish an hourly rate charge less.
- 2 of the 7 other planners in Holland that publish an hourly rate charge less.
About Advisory Alpha, LLC
- Firm size: 66 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2011 (15 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
- 1.7% a year
- Clients
- 8,799
- Employees
- 66
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $4,373,624,090
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158282
- Phone
- (866) 530-1400
Can advise clients in 49 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Other planners in Holland that publish fees
- 320 Life Financial PlanningHolland$250/hr
- Bowen Financial Planning LLCHolland$90/hr
- Captrust Wealth AdvisorsHolland$1,500-$20,000/yr
- DB & C Advisors, LLCHolland$220/hr
- LVZ, Inc.Holland$400/hr, $250/qtr
- Magna AdvisorsHolland$350/hr, $3,000
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.