Royal Oak Financial Advisors, LLC fees and pricing
Financial planner in Royal Oak, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 5, 2026, Royal Oak Financial Advisors, LLC charges a quarterly fee of $50-$200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $50-$200/qtr
“Royal Oak Financial Advisors, LLC Page 5 ADV Part 2A – 8/4/2026 FINANCIAL PLANNING AND RETIREMENT PLAN MONITORING For our financial planning and retirement plan monitor services, we charge a quarterly fee between $50 to $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Royal Oak Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our management fee is billed quarterly, in advance, meaning that we collect the management fee at the beginning of the quarter’s billing period.”
- “Upon notice of termination, the client will receive a prorated refund based on the amount of time services were rendered during the termination period.”
- “If the account has already been closed, then refunds are paid by check.”
About Royal Oak Financial Advisors, LLC
“We work with the client to determine their portfolio based upon the information we gathered during the financial planning process. We also offer clients financial planning and retirement plan monitoring services.”
- Firm size: 7 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Social Security
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 762
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $366,124,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290152
- Phone
- (248) 709-6134
Can advise clients in 4 states: Florida, Louisiana, Michigan, Ohio
Other planners in Royal Oak that publish fees
- Bernard Wealth Management Corp.Royal Oak$300/hr, $2,500
- Deller Wealth Management LLCRoyal Oak$250-$10,000, $500/mo
- Thrive Retirement SpecialistsRoyal Oak$3,000/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
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.