Magna Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“On a limited basis, clients may engage Magna for hourly financial planning or investment consultation services. 8|Page 05/01/2026 Magna Advisors, LLC | 2946 Joshua Ct, Holland, MI 49424 The hourly rate is $350 per hour with a two-hour minimum, billed in 15-minute increments (a partial increment is treated as a full…”

Flat or project fee

$3,000

“Financial Plan, Ongoing Financial Planning, and Hourly Planning Fee Table Plan Type Financial Plan Ongoing Financial Planning Hourly Planning Plan Fee $3,000 one-time $500 per quarter $350 per hour General Information In performing our services, Magna is not required to verify financial information provided by the…”

Quarterly fee

$500/qtr

From the same sentence as above.

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

How Magna Advisors bills

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

• “Prior Month-End Value) Portfolio management fees are billed monthly in arrears and are based on the value of the account as of the last business day of the prior month (“prior month-end”).”
• “If advisory fees cannot be deducted because the account has closed, transfer, or any other reason, we may provide the client with an electronic invoice for the time period the account was under our management.”
• “We encourage clients to carefully review custodial statements and Magna’s fee statement (or invoice).”

How Magna Advisors’ fees compare

• Its hourly rate of $350 is above the Michigan median of $250. 78% of the 170 other Michigan planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Holland that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Michigan median of $3,250. 45% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Magna Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• College 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

1.5% a year

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,894,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334849

Website

magna-advisors.com (opens in new tab)

Phone

(616) 494-1500

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
• LVZ, Inc.Holland$400/hr, $250/qtr

Compare all 11 planners in Holland