Financial Advisory Corporation fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 3, 2026, Financial Advisory Corporation charges an annual fee of $19,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $19,000/yr
“, we have a minimum annual fee of $19,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Advisory Corporation’s fees compare
- Its annual fee of $19,000 is above the Michigan median of $6,000. 84% of the 37 other Michigan planners that publish an annual fee charge less.
About Financial Advisory Corporation
“We offer both investment management and financial planning services for our clients.”
- Firm size: 14 employees.
- Registered as an adviser: 1989 (37 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
- Minimum
- $19,000 minimum fee (stated in brochure)
- Clients
- 258
- Employees
- 14
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,104,617,475
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105472
- Phone
- (616) 235-5260
Other planners in Grand Rapids that publish fees
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
- Blue Water Asset ManagementGrand Rapids$165-$275/hr, $500-$5,000
- Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200-$50,000/yr
- Hill Island Financial LLCGrand Rapids$1,500-$15,000, $375-$1,000/mo
- Hundred Financial PlanningGrand Rapids$1,500-$10,000
Is something on this page wrong or out of date?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.