Association Financial Services, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Association Financial Services, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “We charge an hourly fee of $200 for financial consulting services.”

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

“You can choose an account that allows us to buy and sell investments in your account without asking you in advance (a “discretionary account”), or we may give you advice and you decide what investments to buy and sell (a “non-discretionary account”).”
“Our fees vary and are negotiable, as outlined in our Investment Management Agreement.”

Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
1 of the 13 other planners in Troy that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 64
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $4,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 287975
Website: youtube.com/@associationfinancialllcass1482 (opens in new tab)
Phone: (800) 943-8804

Can advise clients in 3 states: Louisiana, Michigan, Texas

Is something on this page wrong or out of date?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