Plaisier Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Our current hourly rate is $175.00 per hour.”

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

How Plaisier Financial Group LLC bills

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

• “The fee is billed quarterly in advance based on the end of quarter balances.”
• “Clients can pay this fee via direct debit from their accounts or by check.”
• “The fee is due upon completion of the work.”

How Plaisier Financial Group LLC’s fees compare

• Its hourly rate of $175 is below the Michigan median of $250. 12% of the 170 other Michigan planners that publish an hourly rate charge less.

About Plaisier Financial Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

97

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

122006

Phone

(616) 862-1206

Other planners in Ludington that publish fees

• Harborfront Financial GroupLudington$100⁠-⁠$7,000/qtr
• 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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