Face 2 Face Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$250/hr

“In special circumstances it may be offered on an hourly basis at a rate of $200.00 to $ 250.00 per hour, depending on the nature of the specified services.”

Flat or project fee

$500⁠-⁠$5,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $500 to $5000 and an ongoing fee that is paid monthly, in advance, at a rate between $100 to $500 per month based on the complexity of the client's situation.”

Monthly fee

$100⁠-⁠$500/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Face 2 Face Financial Planning, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at 8 least 10 calendar days in advance.”
• “The refund will come directly from Face 2 Face Financial Planning, LLC.”

How Face 2 Face Financial Planning, LLC’s fees compare

• Its hourly rate of $200-$250 is below the Michigan median of $250. 34% of the 170 other Michigan planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Portage that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Michigan median of $3,250. 40% of the 137 other Michigan planners that publish a flat or project fee charge less.
• None of the 2 other planners in Portage that publish a flat or project fee charge less.

About Face 2 Face Financial Planning, LLC

• Principal: Brian Face
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 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% a year

Clients

54

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$29,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285630

Website

face2faceplanning.com (opens in new tab)

Phone

(269) 389-0422

Can advise clients in 2 states: Florida, Michigan

Other planners in Portage that publish fees

• Haverdink Financial Management, LLCPortage$75/hr
• Infinity Advisory GroupPortage$150⁠-⁠$400/hr, $1,000⁠-⁠$10,000
• Zhang FinancialPortage$100⁠-⁠$500/hr, $250⁠-⁠$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

Compare all 7 planners in Portage