Ark Advisors, LLC fees and pricing
Financial planner in Traverse City, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2025, Ark Advisors, LLC charges a flat or project fee of $2,000 and a quarterly fee of $1,000-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“The cost for a Second Opinion X-Ray is a flat fee of $2,000.”
- Quarterly fee
- $1,000-$3,000/qtr
“Renewal Retainer: $1,000 - $3,000 per quarter Fees are calculated annually based on client’s Net worth on the last day of each year and payable quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ark Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In no event will Advisor bill more than $500.00 more than six months in advance from any clients.”
- “Any fees that have been earned but not yet paid by Client will be due and payable.”
How Ark Advisors, LLC’s fees compare
- Its flat or project fee of $2,000 is below the Michigan median of $3,250. 31% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Traverse City that publish a flat or project fee charge less.
About Ark Advisors, LLC
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- 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
- 0.5% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 36
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $79,293,899
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133687
- Phone
- (231) 668-4118
Other planners in Traverse City that publish fees
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- Black Walnut Wealth ManagementTraverse City$7,500/yr
- Falconer GroupTraverse City$250
- Front Street Wealth ManagementTraverse City$2,500-$17,500
- Old Mission Investment Company, LLCTraverse City$150-$275/hr, $500-$10,000
- Tremonte Financial ConsultantsTraverse City$500/hr, $600-$20,000
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.