Anomaly Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2023. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“Lance J Turner Financial Services LLC Form ADV Part 2 -20160912 Page 6 Multi-component planning engagements are assessed fixed fees that range from $1,500 to $5,000.”

Monthly fee

$150⁠-⁠$500/mo

“We are paid a retainer fee for this service at the rate of $150 to $500 per month.”

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

How Anomaly Advisors bills

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

• “Our fees are negotiable, with the final determination to be made by the firm.”
• “Fees are to be paid by check or draft from US-based financial institutions.”
• “Payment is due in full upon delivery of our invoice which coincides with the presentation of your recommendations.”

How Anomaly Advisors’ fees compare

• Its flat or project fee of $1,500-$5,000 spans the Michigan median of $3,250. 49% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Anomaly Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284934

Website

anomalyadvisors.com (opens in new tab)

Phone

(248) 266-2779

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• 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

Compare all 406 planners in Michigan