Iam Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$7,000

“Work cancelled before completion is billed on an hours-actually-worked basis billed at $450,hr. 7 January 20, 2026 - FORM ADV PART 2A (“FIRM BROCHURE”) FOR IAM FINANCIAL, LLC Financial Planning fees generally range from $3,000 to $7,000, depending on the complexity and extent of the plan.”

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

How Iam Financial bills

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

• “Fees are paid in advance in quarterly installments.”
• “There is a minimum annual fee of $15,000 for Wealth Management (which is $3,750, billed quarterly and in advance).”
• “Fees are billed and paid quarterly, in advance of the quarter, and are based on values of the financial assets upon which advice is provided as of the end of the year.”

How Iam Financial’s fees compare

• Its flat or project fee of $3,000-$7,000 spans the Michigan median of $3,250. 61% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Iam Financial

• Principal: Richard T. Feight
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Tax planning
• Insurance analysis
• Cash flow and budgeting

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

1% a year

Minimum

$15,000 minimum fee (stated in brochure)

Clients

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$40,578,594

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

146156

Website

iam-financial.com (opens in new tab)

Phone

(517) 214-5562

Other planners in East Lansing that publish fees

• Fairhaven Financial Advisory CorporationEast Lansing$100⁠-⁠$250/hr, $100⁠-⁠$10,000
• 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

Compare all 406 planners in Michigan