Armor Wealth Strategies, LLC fees and pricing
Financial planner in Farmington Hills, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Armor Wealth Strategies, LLC charges a flat or project fee of $995-$4,995 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $995-$4,995
“- 5- FINANCIAL PLANNING AND CONSULTING AWS charges a fixed fee of $4,995 for Comprehensive Financial Plans and $995 per individualized consultation based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Armor Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
How Armor Wealth Strategies, LLC’s fees compare
- Its flat or project fee of $995-$4,995 spans the Michigan median of $3,250. 45% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Armor Wealth Strategies, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Social Security
- Cash flow and budgeting
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
- 3% a year
- Clients
- 62
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $14,991,258
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 330730
- Phone
- (947) 275-8018
Other planners in Farmington Hills that publish fees
- Blue Chip Partners, LLCFarmington Hills$2,500-$10,000
- Horton Financial Planning LLCFarmington Hills$200/hr
- 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
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.