Advosion fees and pricing

Financial planner in Ada, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 19, 2026, Advosion charges a monthly fee of $250⁠-⁠$4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $250⁠-⁠$4,000/mo; “Life-Centric Planning fees typically range from a minimum of $250 per month for at least 12 months, or $500 per month for at least 6 months, up to a maximum of $4,000 per month for as long as needed.”

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

“Fees are paid monthly in advance via electronic automatic payment from a bank, credit card or Fidelity account.”
“These accounts may include free check writing, debit card, and/or online bill-pay services.”
“Fees are deducted quarterly in advance, earned monthly, and based on the market value of assets under management on the last business day of the previous calendar quarter.”

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2012 (14 years).

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: 0.05% a year
Clients: 16
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: $32,470,031
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 130405
Website: advosion.com (opens in new tab)
Phone: (616) 954-2501

Is something on this page wrong or out of date?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.