Firstmetric fees and pricing

Financial planner in Troy, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Firstmetric charges a monthly fee of $495 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.

Monthly fee: $495/mo; “The fixed flat-fee for our Advisory Services is $495/month.”

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

“Our fees are payable each month in arrears following the end of each calendar month.”
“Firstmetric® does not require any fees to be paid in advance.”
“Fee payments are calculated on a pro-rata basis for new and terminated clients.”

It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Founded: 2017 (9 years).

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 48
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: $272,101,825
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 289483
Website: instagram.com/firstmetrichq (opens in new tab)
Phone: (248) 817-8919

Can advise clients in 4 states: California, Louisiana, Michigan, Texas

Is something on this page wrong or out of date?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.