Kroon & Mitchell Asset Management LLC fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 28, 2026, Kroon & Mitchell Asset Management LLC charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“The hourly fee for these services is between $150 and $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kroon & Mitchell Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
- “Clients may terminate the agreement without penalty, for full refund of K&M’s fees, within five business days of signing the Investment Advisory Contract.”
- “Financial Planning fees are paid via check. 8 C.”
How Kroon & Mitchell Asset Management LLC’s fees compare
- Its hourly rate of $150-$300 spans the Michigan median of $250. 34% of the 170 other Michigan planners that publish an hourly rate charge less.
- 2 of the 9 other planners in Grand Rapids that publish an hourly rate charge less.
About Kroon & Mitchell Asset Management LLC
- Firm size: 5 employees.
- Registered as an adviser: 2022 (4 years).
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
- 0.9% a year
- Clients
- 203
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $220,910,638
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168120
- Phone
- (616) 356-2002
Other planners in Grand Rapids that publish fees
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
- Blue Water Asset ManagementGrand Rapids$165-$275/hr, $500-$5,000
- Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200-$50,000/yr
- Financial Advisory CorporationGrand Rapids$19,000/yr
- Hill Island Financial LLCGrand Rapids$1,500-$15,000, $375-$1,000/mo
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.