PlannerFees

Compound Value Advisers, LLC fees and pricing

Financial planner in Sparta, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Compound Value Advisers, LLC charges $350⁠-⁠$450 an hour and a flat or project fee of $2,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350⁠-⁠$450/hr
“Depending upon the complexity of the situation and client needs, the hourly fee for these services is $350 to $450.”
Flat or project fee
$2,500⁠-⁠$10,000
“Depending upon the complexity of the situation and client needs, the rate for Financial Planning services is typically between $2,500 and $10,000.”

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

How Compound Value Advisers, LLC bills

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

  • “Advisory fees are generally withdrawn directly from the client’s accounts with client’s written authorization or may be invoiced to the client and paid by check.”
  • “Clients may select the method Form ADV Part 2A: 3/8/2026 6 in which they are billed.”
  • “All investment advisory fees are paid quarterly in advance, except for ERISA services which are paid quarterly in arrears.”

How Compound Value Advisers, LLC’s fees compare

  • Its hourly rate of $350-$450 is above the Michigan median of $250. 85% of the 170 other Michigan planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the Michigan median of $3,250. 77% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Compound Value Advisers, LLC

“Financial planning for smaller accounts may be subject to hourly fees. 401K Plan Services This CVA advisory program is designed to provide discretionary and nondiscretionary advisory services to participant directed retirement plans pursuant to the terms and conditions of a written agreement between the plan sponsor”
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.
  • Registered as an adviser: 2013 (13 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% a year
Clients
25
Employees
1
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
$28,416,071
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
168084
Phone
(480) 744-9294

Can advise clients in 2 states: California, Michigan

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