Patterson Advisors fees and pricing

Financial planner in Waterford, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 6, 2026, Patterson Advisors charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Small, one-time projects are billed at $ 200 per hour, with payment due when the work is completed.”

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

“Patterson Advisors is compensated solely by the fees billed directly to its clients.”
“Our clients pay us by means of a personal check.”
“Fees are negotiable with respect to the scope of work involved.”

Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.

“Patterson Advisors LLC offers comprehensive financial planning services primarily to individuals.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 0.3% a year
Clients: 20
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 137238
Website: pattersonadvisorsllc.com (opens in new tab)
Phone: (248) 766-9577

Is something on this page wrong or out of date?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.