Reliance Capital Holdings, LLC fees and pricing
Financial planner in Southfield, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 23, 2023, Reliance Capital Holdings, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 23, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Reliance Capital Holdings, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, and clients may terminate their contracts with seven days’ written notice.”
- “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
- “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”
How Reliance Capital Holdings, LLC’s fees compare
- 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.
- None of the 2 other planners in Southfield that publish an hourly rate charge less.
About Reliance Capital Holdings, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2011 (15 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
- 1.64% a year
- Clients
- 35
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $4,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154005
- Phone
- (248) 355-9011
Other planners in Southfield that publish fees
- Antonio Stokes AdvisorsSouthfield$250/hr, $350
- Center for Financial Planning IncSouthfield$2,500-$4,000
- Skyoak WealthSouthfield$200-$600/hr
- 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
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.