Ferris Financial Services, L.L.C. fees and pricing
Financial planner in Midland, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 28, 2026, Ferris Financial Services, L.L.C. charges an annual fee of $600-$1,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $600-$1,800/yr
“The fixed annual fee will be $600 - $1,800 per year and is paid in advance, on a monthly basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ferris Financial Services, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days - 4- services are provided during the given period.”
- “Fees for financial planning may be paid via ACH or credit card.”
How Ferris Financial Services, L.L.C.’s fees compare
- Its annual fee of $600-$1,800 is below the Michigan median of $6,000. 8% of the 37 other Michigan planners that publish an annual fee charge less.
About Ferris Financial Services, L.L.C.
- Principal: Corey T. Ferris
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC® and CFA.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 38
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $31,943,905
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330890
- Phone
- (989) 996-0401
Other planners in Midland that publish fees
- Lyman FinancialMidland$375/qtr
- 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
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
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.