PlannerFees

Oliver Financial Planning LLC fees

Financial planner in Ann Arbor, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 26, 2026, Oliver Financial Planning LLC (Ann Arbor, MI) charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change.

Hourly rate
$350/hr

Above the Ann Arbor median of $300; 6 of the 8 other planners in Ann Arbor that publish an hourly rate charge less. Above the Michigan median of $250; 73% of the 78 other planners in Michigan charge less.

“Our fees are not negotiable but we may provide discounts at our discretion. 5 of 12 Hourly Consultations Our rates are $350 per hour for Certified Financial Planner™ professionals and $175 per hour for Paraplanners.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
No
Minimum
None stated in the brochure
Credentials held at the firm
CFP® professional (opens in new tab) and CFA
Team size
Solo practice (one employee)
Registered since
2005 (21 years)

How Oliver Financial Planning LLC bills

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

  • “Your price level will be determined in advance and stated on your Client Service Agreement for approval.”
  • “Program Fees are due on the last business day of each month or quarter via electronic funds transfer, and are paid in arrears for the past month or quarter.”
  • “We will calculate the refund amount based on the equivalent hourly fee we have earned prior to your termination notice.”

About Oliver Financial Planning LLC

“We may occasionally provide ad hoc services on an hourly basis (“Hourly Consultation”). Financial Planning Program Our Financial Planning Program is designed for clients who want ongoing help with their finances. Ongoing services include portfolio rebalancing guidance, an annual financial projection update, and…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Robert Oliver

Firm details from Form ADV

How the firm is paid
Hourly fees and flat or fixed fees
Clients
40
Works with
Individuals, high net worth individuals, and investment companies
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of January 26, 2026
CRD number
135430 (opens in new tab)
Website
oliverplanning.com (opens in new tab)
Phone
(734) 926-0022

Other planners in Ann Arbor that publish fees

Compare all 16 planners in Ann Arbor

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