Freedom Formula Wealth Management fees
Financial planner in Rochester, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 4, 2026, Freedom Formula Wealth Management (Rochester, MI) charges a flat or project fee of up to $5,000 and a monthly fee of $100-$500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the Michigan median is $3,875.
“FFWM collects an initial fee of up to $5,000.”
- Monthly fee
- $100-
$500/mo “Fees are paid monthly in arrears, ranging from $100 - $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2026
How Freedom Formula Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The annual advisory fee is paid monthly in arrears based on the value of the average daily balance throughout the billing period.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Freedom Formula Wealth Management
- Principal: Kyle Henris
- Founded: 2025.
Planning areas mentioned in the brochure
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 32
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 4, 2026
- CRD number
- 340258 (opens in new tab)
- Phone
- (989) 245-2242
Registered in 2 states: California, Michigan
Other planners in Rochester that publish fees
- Namesake GroupRochesterHourly $250/hr
More planners in Michigan that publish fees
- Kastler Financial PlanningOrtonvilleHourly $189/hr, Flat $500-$11,250
- Calder Financial GroupAdaHourly $250/hr
- Copper Range Wealth Management, LLCHancockHourly $300-$500/hr, Flat up to $5,000
- Belle Eve FinancialDexterHourly $350/hr, Annual $6,000-$28,000/yr
- True Wealth Retirement Partners, LLCWyomingHourly $500/hr, Flat $1,000-$7,500
- Hardy Financial PlanningAnn ArborHourly $150/hr, Flat $250-$5,000
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.