East Shore Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 7, 2025, East Shore Advisors, LLC charges $225 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 7, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $225/hr; “We will provide our services at the hourly rate of $225 per hour.”

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

“This fee is negotiable depending upon the needs of the client and complexity of the situation, and the final fee schedule can be found in the Investment Advisory Contract.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

Its hourly rate of $225 is below the Michigan median of $250. 34% 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.
Credentials named in the brochure: CPA.
Registered as an adviser: 2020 (6 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.8% a year
Clients: 3
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $300,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 306788
Phone: (906) 265-1040

Is something on this page wrong or out of date?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