PlannerFees

Fiduciary Financial Advisors fees and pricing

Financial planner in Grand Rapids, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Fiduciary Financial Advisors charges $500 an hour and an annual fee of $7,200⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“This arrangement charges a mutually agreed-upon fee for financial planning services for a maximum flat fee $100,000 or an hourly fee of no more than $500 per hour depending on the scope and complexity of the financial plan.”
Annual fee
$7,200⁠-⁠$50,000/yr
“Annual fees for this service range from $7,200 to $50,000, depending on the scope and complexity of the client's current needs and the anticipated complexity of ongoing work.”

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

How Fiduciary Financial Advisors bills

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

  • “Our annual fee is prorated and charged quarterly in arrears, based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
  • “Fees are charged quarterly in arrears or advance, based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”

How Fiduciary Financial Advisors’ 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.
  • 7 of the 9 other planners in Grand Rapids that publish an hourly rate charge less.
  • Its annual fee of $7,200-$50,000 is above the Michigan median of $6,000. 89% of the 37 other Michigan planners that publish an annual fee charge less.

About Fiduciary Financial Advisors

“Our Firm offers a variety of advisory services, which includes discretionary investment management, financial planning, independent third-party money management, and retirement services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 50 employees.
  • Founded: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning

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
0.95% a year
Clients
2,164
Employees
50
Works with
Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
Assets managed
$1,329,448,284
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
172103
Website
instagram.com/fiduciary_financial_advisors (opens in new tab)
Phone
(616) 622-3062

Can advise clients in 27 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Grand Rapids that publish fees

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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.