Calder Financial Group fees and pricing

Financial planner in Ada, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Calder Financial Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial planning services as well as advice and counsel for specific advice issues not involving an ongoing relationship will be billed at the hourly rate of $250; payable when the service is rendered. 2 Revised December 31, 2025 All fees are subject to negotiation.”

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

“However, this figure may be negotiable, depending upon the client’s objectives and the nature of the account and anticipated future contributions.”
“Clients do have the option to pay their investment advisory fees by check.”

Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.

“Calder Consulting Group provides employee benefit consulting and third-party administrative services for retirement plans.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 511
Employees: 7
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications
Assets managed: $297,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 143973
Website: wearecalder.com (opens in new tab)
Phone: (616) 235-2442

Can advise clients in 5 states: Florida, Illinois, Michigan, Minnesota, Wisconsin

Is something on this page wrong or out of date?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