PlannerFees

Chessie Advisors, LLC fees and pricing

Financial planner in Rochester Hills, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Chessie Advisors, LLC charges $350 an hour, a flat or project fee of $300, a monthly fee of $295, and an annual fee of $3,540 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“The hourly rate is $350 per hour and will be billed in 30-minute increments, with a partial increment treated as a whole increment.”
Flat or project fee
$300
“We do not offer project engagements lasting more than 6 months. $300-900 technology access fee for access to estate planning technology site for clients to self-prepare estate planning documents or self-directed financial planning sites.”
Monthly fee
$295/mo
“The minimum annual fee is $3,540 (or $295 per month).”
Annual fee
$3,540/yr

From the same sentence as above.

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

How Chessie Advisors, LLC bills

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

  • “Ongoing fees are paid monthly, in advance.”
  • “Chessie Advisors will invoice clients directly for our Chessie GuidanceSM service.”
  • “Clients are billed at the rates shown in their respective advisory agreements or addenda to their advisory agreement.”

How Chessie Advisors, LLC’s fees compare

  • Its hourly rate of $350 is above the Michigan median of $250. 78% of the 170 other Michigan planners that publish an hourly rate charge less.
  • Its flat or project fee of $300 is below the Michigan median of $3,250. 4% of the 137 other Michigan planners that publish a flat or project fee charge less.
  • Its annual fee of $3,540 is below the Michigan median of $6,000. 22% of the 37 other Michigan planners that publish an annual fee charge less.

About Chessie Advisors, LLC

“The firm provides fee-only financial planning and investment management services. Offered Chessie Advisors provides a broad range of financial planning solutions to its clients and can be provided on an annual, project, or hourly basis based upon the client’s needs and preferences.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and EA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • 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
0.9% a year
Minimum
$3,540 minimum fee (stated in brochure)
Clients
18
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed
$12,786,355
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
171611
Website
chessieadvisors.com (opens in new tab)
Phone
(248) 710-0503

Other planners in Rochester Hills that publish fees

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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.