Dale, Barry N. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 29, 2026, Dale, Barry N. charges $165 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $165/hr; “4 Financial planning fees are billed at the rate of $165 per hour in arrears, and that rate is nonnegotiable.”

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

“Financial planning engagements are discrete projects in terms of scope and hours billed.”
“Investment management fees are billed monthly in arrears.”
“Clients are billed for financial planning and investment management fees in arrears as described above in Item 5.A.”

Its hourly rate of $165 is below the Michigan median of $250. 11% of the 170 other Michigan planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.85% a year
Clients: 15
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $19,172,578
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 159037
Phone: (906) 486-7438

Is something on this page wrong or out of date?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