Alliance Advisors Wealth Management LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 23, 2026, Alliance Advisors Wealth Management LLC charges $250 an hour 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.

Hourly rate: $250/hr; “Alliance Advisors Wealth Management charges (1) an hourly fee of $250 per hour or (2) a ﬁxed fee for our client’s initial ﬁnancial plans.”

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

“All fees will be supported by an invoice to the client itemizing the fee.”
“Moreover, our ﬁrm will instruct Interactive Brokers or Schwab to send each client an invoice each time a fee is charged.”
“This invoice reﬂects the fee charged, the fee calculation methodology, and the period covered by the fee.”

Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
None of the 3 other planners in Novi that publish an hourly rate charge less.

“Alliance Advisors Wealth Management provides investment management and ﬁnancial planning services to our clients.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

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: 1.5% a year
Clients: 45
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $15,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 305397
Website: allianceadvisors.financial (opens in new tab)
Phone: (734) 837-3672

Can advise clients in 2 states: Florida, Michigan

Is something on this page wrong or out of date?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