Imber Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $500 and $15,000. 5 All above fees are negotiable at the Adviser’s discretion.”

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

How Imber Financial Group, LLC bills

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

• “The advisory fee is billed monthly in arrears for funds held with AE Wealth Management and calculated using the average daily balance.”
• “For certain other clients, the advisory fee is billed quarterly in advance and calculated using the value of the assets in the Account(s) on the last business day of the prior billing period.”
• “The fees described above are annual fees and may be negotiable based at IFG’s discretion.”

How Imber Financial Group, LLC’s fees compare

• Its flat or project fee of $500-$15,000 spans the Michigan median of $3,250. 84% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 9 of the 10 other planners in Ann Arbor that publish a flat or project fee charge less.

About Imber Financial Group, LLC

• Principal: Jonathan Imber
• Firm size: 8 employees.
• Founded: 2009 (17 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

1.5% a year

Minimum

No minimum stated in brochure

Clients

200

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$106,038,540

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

144846

Website

imberwealth.com (opens in new tab)

Phone

(734) 769-1719

Can advise clients in 3 states: Florida, Michigan, Texas

Other planners in Ann Arbor that publish fees

• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Arbor Trust Wealth Advisors, LLCAnn Arbor$200⁠-⁠$400/hr, $2,500⁠-⁠$5,000
• Boardwalk Wealth ManagementAnn Arbor$1,000⁠-⁠$3,000, $200⁠-⁠$2,500/qtr
• Coriander Financial Group LLCAnn Arbor$300/hr
• Darden Wealth GroupAnn Arbor$400/hr, $1,500⁠-⁠$25,000/qtr
• Geddi Capital LLCAnn Arbor$3⁠-⁠$50/mo

Compare all 21 planners in Ann Arbor