Heal Financial LLC fees and pricing
Financial planner in Novi, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Heal Financial LLC charges $300 an hour 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.
- Hourly rate
- $300/hr
“We charge a maximum of $300/hour for financial planning services provided outside of our investment management services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heal Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We charge clients an annual asset-based fee, billed quarterly in advance, for our investment management services.”
- “Our rate is negotiable and charged in arrears (after the services are completed).”
- “When an agreement is terminated, we will pro-rate and refund any pre-paid, unearned fees.”
How Heal Financial LLC’s fees compare
- Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Novi that publish an hourly rate charge less.
About Heal Financial LLC
“Heal Financial offers investment management and financial planning services to our clients. We provide basic financial planning for our investment management clients.”
- Principal: Brian Heal
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 89
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $20,347,435
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329304
- Phone
- (844) 432-5346
Can advise clients in 3 states: Michigan, New Jersey, New York
Other planners in Novi that publish fees
- Alliance Advisors Wealth Management LLCNovi$250/hr
- C2 Private WealthNovi$75-$500/hr, $3,000-$250,000
- Pathworks Financial, Inc.Novi$795-$2,500
- Verdura Wealth Management, LLCNovi$250/hr, $500
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.