C2 Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$500/hr

“Planning and consulting fees vary and are negotiable, but generally range from $3,000-$250,000 on a fixed-fee basis, and from $75.00 to $500 on an hourly basis, depending upon the level and scope of the services required. 9|Page Other Additional Fees Advisory Fees in General:”

Flat or project fee

$3,000⁠-⁠$250,000

From the same sentence as above.

Annual fee

$3,000/yr

“If enrolled in Succession Planning Academy (as described in Item 4), a fixed annual fee not to exceed $3,000 is charged for the Succession Planning Academy.”

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

How C2 Private Wealth bills

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

• “Our advisory fees are billed quarterly in advance.”
• “In 7|Page the event of termination, the client will be entitled to a pro-rata refund for the days service was not provided in the final quarter of the client relationship.”
• “The advisory fee will be pro-rated to the date of termination, for the quarter in which the cancellation notice was given and billed to your account.”

How C2 Private Wealth’s fees compare

• Its hourly rate of $75-$500 spans the Michigan median of $250. 60% of the 170 other Michigan planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Novi that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$250,000 spans the Michigan median of $3,250. 100% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Novi that publish a flat or project fee charge less.
• Its annual fee of $3,000 is below the Michigan median of $6,000. 19% of the 37 other Michigan planners that publish an annual fee charge less.

About C2 Private Wealth

• Firm size: 16 employees.
• Founded: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning

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% a year

Clients

2,056

Employees

16

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$1,816,297,187

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151501

Website

c2privatewealth.com (opens in new tab)

Phone

(248) 567-6688

Can advise clients in 21 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, North Carolina, Nevada, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin

Other planners in Novi that publish fees

• Alliance Advisors Wealth Management LLCNovi$250/hr
• Heal Financial LLCNovi$300/hr
• Pathworks Financial, Inc.Novi$795⁠-⁠$2,500
• Verdura Wealth Management, LLCNovi$250/hr, $500

Compare all 8 planners in Novi