Belle Eve Financial fees
Financial planner in Dexter, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 27, 2026, Belle Eve Financial (Dexter, MI) charges $350 an hour and an annual fee of $6,000-$28,000 for financial planning.
- Website: belleevefinancial.com (opens in new tab)
- Call (734) 717-5855
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 27, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Michigan median of $250; 73% of the 78 other planners in Michigan that publish an hourly rate charge less.
“We charge $350 per hour for these services.”
- Annual fee
- $6,000-
$28,000/yr Runs from below the Michigan median of $13,100 to above it.
“Fees for this service currently generally range from $6,000 to $28,000 per year, although fees may be higher for unusually complex engagements if agreed to in writing.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Belle Eve Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and the final agreed annual fee will be stated in the Financial Planning Agreement.”
- “Fees are negotiable, and Belle Eve and the Client may agree in writing to a different fee, including a lower fee, based on the scope or complexity of the relationship or other circumstances.”
- “Fees are negotiable, the agreed scope will be stated in the Financial Planning Agreement, and fees are generally due upon completion of the services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and annual planning fees
- Clients
- 21
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $15.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 27, 2026
- CRD number
- 327776 (opens in new tab)
- Phone
- (734) 717-5855
More planners in Michigan that publish fees
- Quarton Capital PartnersBirminghamHourly up to $250/hr, Flat up to $1,500
- Cultivate Financial Wellness, LLCHowellHourly $350/hr, Flat $3,000-$20,000
- Old Mission Investment Company, LLCTraverse CityHourly $150-$275/hr, Flat $500-$10,000
- J2 Capital Management, Inc.TroyHourly $250/hr
- Recker Financial LLCBay CityHourly $250/hr, Monthly $50-$500/mo
- Independent Wealth Management, LLCTraverse CityHourly $175-$350/hr
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.