Financial Strategies Group, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$750/hr

“The maximum hourly fee to be charged will not exceed $750.”

Flat or project fee

$20,000

“Flat fees will not exceed $20,000.”

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

How Financial Strategies Group, Inc bills

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

• “Advisory fees are billed in arrears on a pro-rata monthly, quarterly, or annual basis as outlined in the signed advisory agreement.”
• “When billed in arrears, fees will be based on the value of the account(s) on the last day of the month, or year.”
• “If accounts are opened during the month or year, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”

How Financial Strategies Group, Inc’s fees compare

• Its hourly rate of $750 is above the Michigan median of $250. 99% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $20,000 is above the Michigan median of $3,250. 97% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Financial Strategies Group, Inc

• Firm size: 27 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate 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

1.5% a year

Clients

1,281

Employees

27

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$677,379,652

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289054

Website

facebook.com/financialstrategiesgroup (opens in new tab)

Phone

(800) 804-0420

Can advise clients in 16 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, Nebraska, Nevada, Ohio, Tennessee, Texas, Washington, Wisconsin

Other planners in Okemos that publish fees

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• 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

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