New View Financial, LLC fees and pricing
Financial planner in Auburn Hills, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, New View Financial, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Fees billed to the client upon engagement completion, are calculated as: $300 / hour x 2.75 hours = $825.00 Termination and refund of fees: Since Advising and Consulting Services are billed upon engagement completion, client will be billed a prorated amount for the time New View has spent on the agreed upon…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How New View Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are determined by the type of services provided and are negotiable.”
- “However, at the client’s preference, fees can be paid by other methods, such as electronic payment, credit card, or check.”
- “Un-billed fees for Investment Management Services will be prorated based on the days of service provided prior to contract termination.”
How New View Financial, LLC’s fees compare
- Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Auburn Hills that publish an hourly rate charge less.
About New View Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Tax planning
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
- Clients
- 98
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $26,055,766
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299117
- Phone
- (248) 954-4522
Other planners in Auburn Hills that publish fees
- Melone Private Wealth, LLCAuburn Hills$250-$400/hr, $2,000-$20,000/yr
- Retirement Resources, LLCAuburn Hills$200/hr, $500/yr
- Team Covert, LLCAuburn Hills$100-$500/hr, $1,200-$12,000
- 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
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.