Planpath Financial fees and pricing
Financial planner in Marquette, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Planpath Financial charges $325 an hour and a flat or project fee of $2,500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“Financial Planning engagements are offered at a rate of $325 per hour.”
- Flat or project fee
- $2,500-$25,000
“Fixed fee rates range from $2,500 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Planpath Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “The annual advisory fee is paid monthly in advance.”
- “Upon delivery of the comprehensive financial plan, we charge a recurring fixed fee for Ongoing Financial Planning.”
How Planpath Financial’s fees compare
- Its hourly rate of $325 is above the Michigan median of $250. 76% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$25,000 spans the Michigan median of $3,250. 94% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Planpath Financial
- Principal: Amy Buck
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
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
- Highest asset based fee in brochure
- 2% a year
- Clients
- 5
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $1,255,407
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330175
- Phone
- (906) 261-0097
Other planners in Marquette that publish fees
- Financial Growth ConceptsMarquette$100/hr, $1,200
- 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
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.