Lightsquare Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Lightsquare Wealth Management, LLC bills

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

• “Annualized fees are billed on a prorata basis 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 to the client and due within 30 days of a financial plan being delivered or consultation rendered.”

How Lightsquare Wealth Management, LLC’s fees compare

• Its hourly rate of $500 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
• None of the 2 other planners in Bingham Farms that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Michigan median of $3,250. 88% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Bingham Farms that publish a flat or project fee charge less.

About Lightsquare Wealth Management, LLC

• Principal: John Edmonds
• Firm size: 5 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1% a year

Clients

172

Employees

5

Works with

Individuals and high net worth individuals

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

$203,537,151

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324958

Website

linkedin.com/in/lyndonldavis (opens in new tab)

Phone

(248) 641-3540

Can advise clients in 9 states: Alabama, Florida, Georgia, Illinois, Maryland, Michigan, North Carolina, New York, Texas

Other planners in Bingham Farms that publish fees

• Duet Advisory Services LLCBingham Farms$500/hr, $2,500⁠-⁠$10,000
• Star Wealth Management CorporationBingham Farms$500/hr, $2,500⁠-⁠$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

Compare all 5 planners in Bingham Farms