LVZ, Inc. fees and pricing

Published fees

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

Hourly rate

$400/hr

“For hourly billing projects, our maximum fee is $400 per hour, based on the complexity of the project and the seniority of the representative performing the services.”

Quarterly fee

$250/qtr

“The fee, payable in advance, is $250 per quarter.”

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

How LVZ, Inc. bills

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

• “We may from time to time update our limited background check on a Third-Party Manager, if warranted, by known changes in the Third-Party Manager’s circumstances.”
• “Refunds of fees paid from a tax-qualified plan or account should be returned to the plan or account, when possible, if adequate notice is given prior to the plan or account closing and/or loss of authorization so the refund is not treated as a distribution.”
• “Upon termination of our financial planning and consulting services, we typically do not refund the initial deposit if we have already performed services for your benefit.”

How LVZ, Inc.’s fees compare

• Its hourly rate of $400 is above the Michigan median of $250. 85% of the 170 other Michigan planners that publish an hourly rate charge less.
• 7 of the 7 other planners in Holland that publish an hourly rate charge less.

About LVZ, Inc.

• Firm size: 24 employees.
• Registered as an adviser: 2006 (20 years).

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

3% a year

Clients

2,438

Employees

24

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$1,125,231,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

124228

Website

instagram.com/planwithlvz (opens in new tab)

Phone

(616) 394-4994

Can advise clients in 24 states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Missouri, North Carolina, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Wisconsin

Other planners in Holland that publish fees

• 320 Life Financial PlanningHolland$250/hr
• Advisory Alpha, LLCHolland$50⁠-⁠$400/hr
• Bowen Financial Planning LLCHolland$90/hr
• Captrust Wealth AdvisorsHolland$1,500⁠-⁠$20,000/yr
• DB & C Advisors, LLCHolland$220/hr
• Magna AdvisorsHolland$350/hr, $3,000

Compare all 11 planners in Holland