Money Evolution fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$99⁠-⁠$249/hr

“The negotiated hourly fee for these services ranges from $99 to $249.”

Flat or project fee

$299⁠-⁠$1,899

“The firm also offers fixed one-time financial planning services for a negotiated fee of $299 to $1,899 and an on-going Premium Access Service for $99 to $299 a month based on the scope and complexity.”

Monthly fee

$99⁠-⁠$299/mo

From the same sentence as above.

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

How Money Evolution bills

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

• “Cancellations must be made at least 5 days in advance of any month charge.”
• “Termination and Refund Either party may terminate the financial planning agreement by providing advance written notice to the other party.”
• “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client.”

How Money Evolution’s fees compare

• Its hourly rate of $99-$249 is below the Michigan median of $250. 12% of the 170 other Michigan planners that publish an hourly rate charge less.
• None of the 7 other planners in Bloomfield Hills that publish an hourly rate charge less.
• Its flat or project fee of $299-$1,899 is below the Michigan median of $3,250. 18% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Bloomfield Hills that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Money Evolution

• Firm size: 3 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

3

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

269917

Website

youtube.com/user/lethemonfinancial (opens in new tab)

Phone

(248) 731-7829

Other planners in Bloomfield Hills that publish fees

• Cranbrook Wealth Management, LLCBloomfield Hills$10,000⁠-⁠$100,000/yr
• Emde Wealth Management LLCBloomfield Hills$500⁠-⁠$5,000
• Forsythia FinancialBloomfield Hills$350/hr
• Gainplan LLCBloomfield Hills$400/hr, $15,000
• Integrated Capital ManagementBloomfield Hills$250/hr, $1,000⁠-⁠$5,000
• KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr

Compare all 16 planners in Bloomfield Hills