Duet Advisory Services LLC fees and pricing
Financial planner in Bingham Farms, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Duet Advisory Services LLC charges $500 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 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Duet either charges $500 per hour, or generally between $2,500.00 and $10,000.00 on a fixed fee basis, according to the terms and conditions of a stand-alone financial planning and consulting agreement.”
- Flat or project fee
- $2,500-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Duet Advisory Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In limited circumstances, Duet’s investment advisory fee is negotiable at Duet’s discretion.”
- “Duet’s financial planning and consulting fees are negotiable depending upon the level and scope of the services required and the professionals providing the services.”
- “Financial planning and consulting fees are generally payable by check, which are due upon receipt of an invoice from Duet.”
How Duet Advisory Services LLC’s fees compare
- Its hourly rate of $500 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
- None of the 2 other planners in Bingham Farms 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.
- None of the 2 other planners in Bingham Farms that publish a flat or project fee charge less.
About Duet Advisory Services LLC
“Duet offers to provide investment advisory, financial planning, and consulting services to its clients, who generally include individuals, high net worth individuals, their affiliated trusts and estates, and businesses.”
- Firm size: 7 employees.
- Founded: 2016 (10 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
- 1.5% a year
- Clients
- 282
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $316,487,378
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283584
- Phone
- (248) 723-4321
Can advise clients in 5 states: California, Florida, Michigan, Tennessee, Texas
Other planners in Bingham Farms that publish fees
- Lightsquare Wealth Management, LLCBingham Farms$500/hr, $10,000
- Star Wealth Management CorporationBingham Farms$500/hr, $2,500-$10,000
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
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