Namesake Group fees
Financial planner in Rochester, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 21, 2026, Namesake Group (Rochester, MI) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Michigan median of $250; 38% of the 78 other planners in Michigan that publish an hourly rate charge less.
“Financial Planning, Consulting and Asset Allocation Services We charge an hourly fee of $250 for financial planning, consulting and asset allocation services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Namesake Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “If you have prepaid financial planning fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 18
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $11.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 21, 2026
- CRD number
- 324779 (opens in new tab)
- Phone
- (248) 672-4402
Other planners in Rochester that publish fees
- Freedom Formula Wealth ManagementRochesterFlat up to $5,000, Monthly $100-$500/mo
More planners in Michigan that publish fees
- Brown Financial Planning LLCBay CityHourly $250/hr, Flat from $500
- Arbor Wealth Advisors LLCTroyHourly $300/hr, Flat $8,000-$50,000
- Sound Financial Planning LLCBloomfield HillsHourly $250/hr, Flat $2,500-$5,000
- MD Wealth Management, LLCChelseaQuarterly $1,875/qtr
- Hardy Financial PlanningAnn ArborHourly $150/hr, Flat $250-$5,000
- Retiremitten Financial LLCClarkstonFlat $4,800
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.