PlannerFees

Isto Advisors, LLC fees and pricing

Financial planner in Troy, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 20, 2026, Isto Advisors, LLC charges $1,500 an hour and a flat or project fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$1,500/hr
“The maximum hourly fee to be charged will not exceed $1,500.”
Flat or project fee
$2,000
“ISTO Prosperity charges a one-time flat fee of $2,000 for Phase 1 Financial Planning and Consulting services.”

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

How Isto Advisors, LLC bills

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

  • “Fees will be calculated and billed quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
  • “Fees are negotiable and will be deducted from client account(s).”
  • “The remainder of the fee will be directly billed based on a schedule indicated in the engagement agreement.”

How Isto Advisors, LLC’s fees compare

  • Its hourly rate of $1,500 is above the Michigan median of $250. 100% of the 170 other Michigan planners that publish an hourly rate charge less.
  • 13 of the 13 other planners in Troy that publish an hourly rate charge less.
  • Its flat or project fee of $2,000 is below the Michigan median of $3,250. 31% of the 137 other Michigan planners that publish a flat or project fee charge less.
  • 5 of the 9 other planners in Troy that publish a flat or project fee charge less.

About Isto Advisors, LLC

“Our firm is dedicated to providing financial advisory services including comprehensive wealth management, financial planning and investment consultation to individuals and other types of clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 27 employees.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Insurance analysis

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
2% a year
Clients
358
Employees
27
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$1,064,509,671
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
284560
Website
istoadvisors.com (opens in new tab)
Phone
(248) 458-1100

Can advise clients in 12 states: California, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, Minnesota, New York, Tennessee, Texas, Wisconsin

Other planners in Troy that publish fees

Compare all 32 planners in Troy

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