Grit and Lavender Financial Planning 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.

Flat or project fee

$375

“Fees for Collaborative Financial Planning consist of an upfront charge of $375 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 per month.”

Monthly fee

$500/mo

“Fees for Comprehensive Wealth Management Services consist of an upfront charge of $1750 and an ongoing fee that is paid monthly, in arrears, at the rate of $500 per month for multiple-member households.”

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

How Grit and Lavender Financial Planning bills

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

• “Please review the fee and compensation information below. 8 Investment Management Services The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Grit and Lavender Financial Planning’s fees compare

• Its flat or project fee of $375 is below the Michigan median of $3,250. 7% of the 137 other Michigan planners that publish a flat or project fee charge less.
• None of the 2 other planners in Brighton that publish a flat or project fee charge less.

About Grit and Lavender Financial Planning

• Principal: Natalie Miller
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• 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

2% a year

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$956,918

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305656

Website

glplanning.com (opens in new tab)

Phone

(810) 206-3050

Other planners in Brighton that publish fees

• Castle Wealth Group Investments LLCBrighton$5,000⁠-⁠$20,000
• Old Oak Financial Planning, Inc.Brighton$125/hr
• Simplyria Advisor NetworkBrighton$1,000⁠-⁠$10,000
• Strickler Investment Services, LLCBrighton$250/hr, $100⁠-⁠$600/mo
• Summit Wealth Strategies Group, LLCBrighton$200/hr

Compare all 10 planners in Brighton