Harborfront Financial Group fees and pricing
Financial planner in Ludington, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Harborfront Financial Group charges a quarterly fee of $100-$7,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $100-$7,000/qtr
“Generally, our firm charges a fixed fee that may range between $100 and $7,000 quarterly in arrears depending on the nature and complexity of the work.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harborfront Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees may be deducted and invoiced in the same fashion as asset-based fees for investment services.”
- “In instances where Harborfront cannot directly deduct such fees, then the firm accepts direct payment via credit card, check, and ACH transfer.”
- “All fixed fees for services offered by Harborfront will be determined in advance based on the FSA between the Client and Harborfront and based on the information provided by the Client at that time.”
About Harborfront Financial Group
“Harborfront provides investment advisory services through investment management, financial planning, and other related services.”
- Firm size: 6 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 596
- Employees
- 6
- 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, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $149,013,605
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331763
- Phone
- (231) 843-1516
Can advise clients in 4 states: Florida, Indiana, Michigan, Texas
Other planners in Ludington that publish fees
- Plaisier Financial Group LLCLudington$175/hr
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $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.