Lifegoals Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“All financial planning fees are charged at an hourly rate of $225 or set at a fixed amount depending on the client’s needs and scope of the engagement.”

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

How Lifegoals Financial Group bills

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

• “Fees are negotiable and may be subject to a minimum in accordance with the Advisory Agreement Fee Schedule.”
• “Fees for Investment Management Services entered into in the middle of a regular billing cycle will be prorated and billed for only the number of days remaining in the period.”
• “Investment Management Services terminated prior to the end of a billing cycle will result in a prompt refund for the number of unused days remaining in the period.”

How Lifegoals Financial Group’s fees compare

• Its hourly rate of $225 is below the Michigan median of $250. 34% of the 170 other Michigan planners that publish an hourly rate charge less.

About Lifegoals Financial Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Business owners
• 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

Clients

163

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$59,395,837

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

130082

Website

elifegoals.com (opens in new tab)

Phone

(989) 725-1116

Other planners in Michigan that publish fees

• 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
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

Compare all 406 planners in Michigan