Brookwood Financial Services fees and pricing

Published fees

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

Hourly rate

$150⁠-⁠$350/hr

“The negotiated hourly fee for these services is between $150 and $350.”

Flat or project fee

$500⁠-⁠$5,000

“4 Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Brookwood Financial Services bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of BWFS's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of BWFS’s fees, within five business days of signing the Financial Planning Agreement.”

How Brookwood Financial Services’ fees compare

• Its hourly rate of $150-$350 spans the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Michigan median of $3,250. 40% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Brookwood Financial Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

5

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$266,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329624

Website

brookwoodfinancialservices.com (opens in new tab)

Phone

(989) 820-0046

Other planners in Michigan that publish fees

• 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
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

Compare all 406 planners in Michigan