Retiremitten Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,800

“For client’s that need a one-time financial plan, clients will be charged based on a fixed-fee arrangement with the max fee being $4,800.”

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

How Retiremitten Financial LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid arrears on a quarterly basis and are calculated based on the ending market value of the account as of the last business day of the quarter.”
• “Advisory fees are directly debited from client accounts, or the Client may choose to pay by check (Please see Item 15 below for more information regarding the direct debiting of advisory fees).”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Retiremitten Financial LLC’s fees compare

• Its flat or project fee of $4,800 is above the Michigan median of $3,250. 58% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Retiremitten Financial LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$6,500 minimum fee (stated in brochure)

Clients

217

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$213,801,111

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300779

Website

retiremitten.com (opens in new tab)

Phone

(248) 935-0470

Can advise clients in 20 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin

Other planners in Clarkston that publish fees

• Verde Capital Management, Inc.Clarkston$250/hr, $250⁠-⁠$500/mo
• 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

Compare all 406 planners in Michigan