High Tide Advisory LLC fees and pricing

Financial planner in Iron Mountain, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 31, 2026, High Tide Advisory LLC charges $300 an hour and a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Hourly consulting $300 per hour; five-hour bundle $1,400; ten-hour bundle $2,700.”
Flat or project fee
$2,500
“Advisory service Fee or range Flat-fee financial planning Basic $2,500;”

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

How High Tide Advisory LLC bills

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

  • “Fees and minimums are negotiable and may be reduced or waived based on household size, related accounts, engagement complexity, scope, and anticipated service level.”
  • “If an advisory relationship begins or terminates during a calendar quarter, the AUM fee for that quarter is prorated based on the number of days the agreement was in effect during the quarter.”
  • “Because AUM fees are billed in arrears, no prepaid AUM fee is held at termination; the final prorated fee is invoiced or deducted following termination.”

How High Tide Advisory 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.
  • Its flat or project fee of $2,500 is below the Michigan median of $3,250. 36% of the 137 other Michigan planners that publish a flat or project fee charge less.

About High Tide Advisory LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning

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
3% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
334792
Website
hightideadvisory.com (opens in new tab)
Phone
(404) 904-1106

Can advise clients in 2 states: Michigan, South Carolina

Other planners in Michigan that publish fees

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