PlannerFees

Autumn Financial Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 13, 2026, Autumn Financial Advisors, LLC charges $300 an hour, a flat or project fee of $1,500⁠-⁠$10,000, and an annual fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“The cost of additional analysis is based on a rate of $300 per hour of work performed for the Client.”
Flat or project fee
$1,500⁠-⁠$10,000
“The cost of a limited scope, project-based financial plan ranges from $1,500 to $10,000.”
Annual fee
$1,500⁠-⁠$10,000/yr
“The ongoing fee ranges from $1,500 to $10,000 annually.”

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

How Autumn Financial Advisors, LLC bills

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

  • “Comprehensive financial planning consists of a startup cost that is due at the presentation of the client’s financial plan, and, in some cases, an ongoing fee charged quarterly, in arrears.”
  • “Fees for financial planning services may be paid online via ACH or credit card, or by check payable to Autumn Financial Advisors, LLC.”
  • “The annual fees are prorated and paid in arrears on a quarterly basis.”

How Autumn Financial Advisors, LLC’s fees compare

  • Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
  • 3 of the 4 other planners in Plymouth that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Michigan median of $3,250. 74% of the 137 other Michigan planners that publish a flat or project fee charge less.
  • 2 of the 3 other planners in Plymouth that publish a flat or project fee charge less.
  • Its annual fee of $1,500-$10,000 spans the Michigan median of $6,000. 46% of the 37 other Michigan planners that publish an annual fee charge less.

About Autumn Financial Advisors, LLC

“Our clients primarily work with us through an ongoing engagement that includes both Comprehensive Ongoing Financial Planning and Investment Management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
1.25% a year
Clients
39
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$22,335,443
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
290151
Website
autumnfa.com (opens in new tab)
Phone
(248) 716-8307

Other planners in Plymouth that publish fees

Compare all 7 planners in Plymouth

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.