MSDR Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Estimates will be based upon a good faith estimate of the number of hours to complete the assignment multiplied by a mutually negotiated hourly rate not to exceed $500/hour, and re-evaluated at a later point.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fees generally range from $1,500 to $5,000, depending upon the scope and complexity of the agreed-upon services.”

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

How MSDR Partners, LLC bills

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

• “The total managed account fee will include MSDR’s tiered fee as outlined in the following fee schedule (negotiable).”
• “Financial planning fees will be billed a fixed fee mutually agreed upon by the client and MSDR.”
• “Upon termination, any earned, unpaid fees will be immediately due and payable.”

How MSDR Partners, LLC’s fees compare

• Its hourly rate of $500 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Michigan median of $3,250. 49% of the 137 other Michigan planners that publish a flat or project fee charge less.

About MSDR Partners, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Social Security

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

1.3% a year

Clients

66

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$25,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338048

Website

msdradvisors.com (opens in new tab)

Phone

(989) 430-4513

Other planners in Grand Haven that publish fees

• Strategic Financial Group, L.L.C.Grand Haven$495⁠-⁠$15,000
• 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

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