Forsythia Financial fees and pricing

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

$350/hr

“Hourly fees are charged at a rate of $350.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”

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

How Forsythia Financial bills

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

• “Clients pay an annualized quarterly advisory fee (“AUM Fee”) in advance based on fair market value of the assets under management (as reasonably determined in good faith by Forsythia) as of the close of business on the last business day of the preceding month.”
• “The first month’s fees will be billed against an initial deposit, with the deposit amount agreed on in advance and set forth in the written agreement between the Client and the Firm.”
• “Billing for Financial Planning Services and Other Consulting Services is quarterly in arrears or on completion. b.”

How Forsythia Financial’s fees compare

• Its hourly rate of $350 is above the Michigan median of $250. 78% of the 170 other Michigan planners that publish an hourly rate charge less.
• 5 of the 7 other planners in Bloomfield Hills that publish an hourly rate charge less.

About Forsythia Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$527,419

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328358

Website

forsythiafinancial.com (opens in new tab)

Phone

(248) 833-8333

Other planners in Bloomfield Hills that publish fees

• Cranbrook Wealth Management, LLCBloomfield Hills$10,000⁠-⁠$100,000/yr
• Emde Wealth Management LLCBloomfield Hills$500⁠-⁠$5,000
• Gainplan LLCBloomfield Hills$400/hr, $15,000
• Integrated Capital ManagementBloomfield Hills$250/hr, $1,000⁠-⁠$5,000
• KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr
• Lifecycle Financial Planners Inc.Bloomfield Hills$5,500⁠-⁠$10,000, $10,000⁠-⁠$50,000/yr

Compare all 16 planners in Bloomfield Hills