Gainplan LLC fees and pricing
Financial planner in Bloomfield Hills, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 6, 2026, Gainplan LLC charges $400 an hour and a flat or project fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly fee is $400 for financial advisors and flat fees will not exceed $100,000.”
- Flat or project fee
- $15,000
“Our hourly fee is $400 for financial advisors and flat fees will not exceed $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gainplan LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s annualized fees are billed on a pro-rata basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “For new client relationships established in the first half of a billing period, we will ADV Part 2A – Firm Brochure Page 7 Gainplan LLC process an initial pro-rata debit based on the number of days remaining in the billing period.”
- “Fees are negotiable and will be deducted from your account.”
How Gainplan LLC’s fees compare
- Its hourly rate of $400 is above the Michigan median of $250. 85% of the 170 other Michigan planners that publish an hourly rate charge less.
- 6 of the 7 other planners in Bloomfield Hills that publish an hourly rate charge less.
- Its flat or project fee of $15,000 is above the Michigan median of $3,250. 96% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 8 of the 8 other planners in Bloomfield Hills that publish a flat or project fee charge less.
About Gainplan LLC
- Firm size: 12 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 2% a year
- Clients
- 478
- Employees
- 12
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $461,567,836
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174427
- Phone
- (248) 385-3737
Can advise clients in 12 states: Arizona, California, Florida, Louisiana, Michigan, North Carolina, New York, Oklahoma, South Carolina, Texas, Virginia, West Virginia
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
- Forsythia FinancialBloomfield Hills$350/hr
- 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
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.