DBS Investment Advisers, LLC fees
Financial planner in Bay City, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 2, 2026, DBS Investment Advisers, LLC (Bay City, MI) charges $200 an hour and a flat or project fee of $395-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 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. Neither of the 2 other planners in Bay City charges less.
“We also offer advice on single subject financial planning/general consulting services at an hourly fee of $200.”
- Flat or project fee
- $395-
$5,000 Runs from below the Michigan median of $3,875 to above it.
“We charge a fixed fee for financial planning services, which generally ranges between $395 - $5,000 depending on the scope of the engagement.”
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
- Team size
- 8 employees
How DBS Investment Advisers, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This means that the advisory fee is payable in proportion to the number of days in the quarter for which you are a client.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 523
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $280 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 2, 2026
- CRD number
- 123283 (opens in new tab)
- Phone
- (989) 686-6222
Registered or notice filed in 6 states: Georgia, Indiana, Michigan, New Jersey, Ohio, Texas
Other planners in Bay City that publish fees
- Brown Financial Planning LLCBay CityHourly $250/hr, Flat from $500
- Recker Financial LLCBay CityHourly $250/hr, Monthly $50-$500/mo
More planners in Michigan that publish fees
- M1 Capital Management LLCTroyFlat $1,500
- Patterson AdvisorsWaterfordHourly $200/hr
- Steel Toe WealthOkemosHourly $400/hr, Flat $7,995
- Planpath FinancialMarquetteHourly $325/hr, Flat $2,500-$25,000
- Tribble Financial PlanningAnn ArborFlat $250-$2,500, Monthly $275-$500/mo
- Antonelli Financial Advisors, LLCGrosse PointeHourly $200-$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.