Antonelli Financial Advisors, LLC fees and pricing
Financial planner in Grosse Pointe, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 30, 2026, Antonelli Financial Advisors, LLC charges $200-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“The hourly rate for limited scope planning services is $200 to $400 based on the complexity of the planning service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Antonelli Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due quarterly in arrears and are generally deducted from the managed account(s) with the client’s written authorization, but may be billed to the client upon request.”
- “The standard fee is $2,500 and is negotiable.”
How Antonelli Financial Advisors, LLC’s fees compare
- Its hourly rate of $200-$400 spans the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
About Antonelli Financial Advisors, LLC
“The firm offers professional fee-based Investment Management Services and Financial Planning Services customized to the unique needs of each client.”
- Principal: Suzanne M. Antonelli
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Charitable giving
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% a year
- Minimum
- $1,500 minimum fee (stated in brochure)
- Clients
- 189
- Employees
- 4
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $229,098,462
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 286452
- Phone
- (313) 290-2602
Can advise clients in 4 states: Illinois, Michigan, New York, Texas
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
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.