Quarton Capital Partners fees
Financial planner in Birmingham, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 21, 2026, Quarton Capital Partners (Birmingham, MI) charges up to $250 an hour and a flat or project fee of up to $1,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Michigan median of $250.
“Hourly fees range up to $250 per hour.”
- Flat or project fee
- Up to $1,500
Capped at $1,500, at or below the Michigan median of $3,875.
“Fixed fees range up to $1,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
- Registered since
- 2026
How Quarton Capital Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Financial planning fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, businesses, and other
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 3, 2026
- CRD number
- 342752 (opens in new tab)
- Phone
- (713) 444-3560
Other planners in Birmingham that publish fees
- Q3 Asset Management CorporationBirminghamHourly $200/hr
- Whistle Stop Financial AdviceBirminghamHourly $300-$500/hr
More planners in Michigan that publish fees
- Milieu Personal Finance LLCAnn ArborFlat $2,400-$4,800
- Agile Wealth PartnersNorthvilleMonthly $100-$4,000/mo, Annual $1,200-$50,000/yr
- Summit Wealth Strategies Group, LLCBrightonHourly $200/hr
- Planpath FinancialMarquetteHourly $325/hr, Flat $2,500-$25,000
- Wittenberg Investments Inc.TroyHourly $500/hr
- Wealthy IntentionsSterling HeightsHourly $250/hr, Quarterly $500/qtr
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.