Financial Growth Concepts fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“FGC is registered in the State of Michigan and furnishes investment advice and financial planning to clients for an hourly rate of $100 per hour or a fixed fee that is based on this rate.”

Flat or project fee

$1,200

“The base charge for a comprehensive plan is $1200, due on completion and delivery of the plan.”

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

How Financial Growth Concepts bills

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

• “Fees will be billed at the rate of $100 per hour, with a two hour minimum.”
• “Services will be billed at the rate of $100 per hour if more time is needed to complete a plan.”
• “Annual reviews and continuing service will be billed at the same rate as the initial comprehensive plan service.”

How Financial Growth Concepts’ fees compare

• Its hourly rate of $100 is below the Michigan median of $250. 2% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Michigan median of $3,250. 18% of the 137 other Michigan planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Financial Growth Concepts

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

125029

Phone

(906) 249-2041

Other planners in Marquette that publish fees

• Planpath FinancialMarquette$325/hr, $2,500⁠-⁠$25,000
• 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
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

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