S.a. Mason, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $300.”

Flat or project fee

$2,000⁠-⁠$50,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,000 and $50,000.”

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

How S.a. Mason, LLC bills

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

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is 5 necessary.”
• “Clients may elect to be billed directly for fees or to authorize SAM to directly debit fees from client accounts.”

How S.a. Mason, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Michigan median of $250. 34% of the 170 other Michigan planners that publish an hourly rate charge less.
• 2 of the 7 other planners in Holland that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$50,000 spans the Michigan median of $3,250. 99% of the 137 other Michigan planners that publish a flat or project fee charge less.

About S.a. Mason, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2009 (17 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

1% a year

Clients

254

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$528,671,189

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151440

Website

sa-mason.com (opens in new tab)

Phone

(616) 355-3500

Can advise clients in 6 states: California, Florida, Illinois, Michigan, Oklahoma, Texas

Other planners in Holland that publish fees

• 320 Life Financial PlanningHolland$250/hr
• Advisory Alpha, LLCHolland$50⁠-⁠$400/hr
• Bowen Financial Planning LLCHolland$90/hr
• Captrust Wealth AdvisorsHolland$1,500⁠-⁠$20,000/yr
• DB & C Advisors, LLCHolland$220/hr
• LVZ, Inc.Holland$400/hr, $250/qtr

Compare all 11 planners in Holland