Coriander Financial Group LLC fees and pricing
Financial planner in Ann Arbor, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Coriander Financial Group LLC charges $300 an hour 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
- $300/hr
“The Advisor offers ad-hoc wealth management services (including portfolio management advisory services, financial planning services and tax strategy services) for an hourly fee of $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Coriander Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Certain legacy Clients may be billed under a different fee schedule.”
- “The wealth management fee in the first quarter of service by Coriander Financial Group is prorated from the inception date of the account(s) to the end of the first quarter of service.”
- “Billing Ongoing wealth management fees are billed at the end of each calendar quarter (in arrears).”
How Coriander Financial Group LLC’s fees compare
- Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
- 6 of the 10 other planners in Ann Arbor that publish an hourly rate charge less.
About Coriander Financial Group LLC
“Coriander Financial offers wealth management advisory services to individuals, high net worth individuals and trusts (each referred to as a “Client”). Coriander Financial Group typically provides financial planning and consulting services to Clients as part of their overall wealth management plan.”
- Principal: Charlie Cook
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 44
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $63,483,390
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330667
- Phone
- (734) 730-6778
Other planners in Ann Arbor that publish fees
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Arbor Trust Wealth Advisors, LLCAnn Arbor$200-$400/hr, $2,500-$5,000
- Boardwalk Wealth ManagementAnn Arbor$1,000-$3,000, $200-$2,500/qtr
- Darden Wealth GroupAnn Arbor$400/hr, $1,500-$25,000/qtr
- Geddi Capital LLCAnn Arbor$3-$50/mo
- Grand Street Wealth Management, LLCAnn Arbor$200/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.