Mainstay Capital Management, LLC fees and pricing
Financial planner in Grand Blanc, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 23, 2026, Mainstay Capital Management, LLC charges a quarterly fee of $187 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $187/qtr
“For a balance less than $75,000 in any quarter, a minimum quarterly fee of $187 will be charged.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mainstay Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are under no obligation to roll over retirement plan assets to an account managed by MCM. 8 Fees for all accounts are payable quarterly in arrears based on the asset valuation on the last business day of the current calendar quarter.”
- “If an advisory agreement terminates mid-period, fees will be prorated through the termination date.”
- “Generally, MCM's advisory fees are charged and prorated based upon the commencement or termination of a client's relationship with MCM.”
About Mainstay Capital Management, LLC
“Mainstay Capital Management is a full service wealth manager providing comprehensive financial planning as well as management of 401(k), 403(b), 457, IRA, and non-retirement accounts.”
- Principal: David Kudla
- Firm size: 33 employees.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- Minimum
- $200,000 in assets (stated in brochure)
- Clients
- 3,454
- Employees
- 33
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $5,307,611,903
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109528
- Phone
- (866) 444-6246
Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Other planners in Grand Blanc that publish fees
- Wealth for You Financial, LLCGrand Blanc$100-$500/hr, $1,000-$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
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
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.