Convert Financial Services LLC fees
Financial planner in Mount Pleasant, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Convert Financial Services LLC (Mount Pleasant, MI) charges $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Michigan median of $250; 14% of the 78 other planners in Michigan that publish an hourly rate charge less.
“Convert charges an hourly fee of $200 per hour for financial planning and consulting services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How Convert Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial Planning and Consulting services are charged in arrears.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 26
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 17, 2026
- CRD number
- 317759 (opens in new tab)
- Phone
- (989) 444-9728
Other planners in Mount Pleasant that publish fees
- Schafer Investment Group, Inc.Mount PleasantHourly up to $300/hr, Flat up to $1,500
More planners in Michigan that publish fees
- Antonelli Financial Advisors, LLCGrosse PointeHourly $200-$400/hr
- Kastler Financial PlanningOrtonvilleHourly $189/hr, Flat $500-$11,250
- CapTrust Wealth AdvisorsHollandAnnual $1,500-$20,000/yr
- Tetra Wealth ManagementGrosse Pointe ShoresFlat $2,000, Monthly $50/mo
- Milieu Personal Finance LLCAnn ArborFlat $2,400-$4,800
- Darden Wealth GroupAnn ArborHourly $400/hr
Is something on this page wrong or out of date?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.