Milieu Personal Finance LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,400⁠-⁠$4,800

“Fixed fee rates range from $2,400 to $4,800.”

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

How Milieu Personal Finance LLC bills

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

• “Fees are negotiable and the final agreed upon fees will be outlined in your Advisory Contract.”
• “The fixed monthly fee is paid monthly in arrears.”
• “Accounts initiated or terminated mid-month will be charged a prorated fee for that month.”

How Milieu Personal Finance LLC’s fees compare

• Its flat or project fee of $2,400-$4,800 spans the Michigan median of $3,250. 54% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 7 of the 10 other planners in Ann Arbor that publish a flat or project fee charge less.

About Milieu Personal Finance LLC

• Principal: Surin Mong
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• 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

2% a year

Employees

1

Services reported to regulators

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

Assets managed

$386,910

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331723

Phone

(734) 945-4434

Other planners in Ann Arbor that publish fees

• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Arbor Trust Wealth Advisors, LLCAnn Arbor$200⁠-⁠$400/hr, $2,500⁠-⁠$5,000
• Boardwalk Wealth ManagementAnn Arbor$1,000⁠-⁠$3,000, $200⁠-⁠$2,500/qtr
• Coriander Financial Group LLCAnn Arbor$300/hr
• Darden Wealth GroupAnn Arbor$400/hr, $1,500⁠-⁠$25,000/qtr
• Geddi Capital LLCAnn Arbor$3⁠-⁠$50/mo

Compare all 21 planners in Ann Arbor