Savings Coach, LLC fees and pricing

Principal: Adam Funk
Firm size: 2 employees.
Registered as an adviser: 2011 (15 years).

Financial planner in Troy, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Savings Coach, LLC charges a flat or project fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The monthly fee is charged to a clients Visa, Mastercard or by check the first of each month for that month’s services.”
“Clients paying the one-time fixed fee may also pay by either Visa, Mastercard, or check.”
“Upon written notice of termination, fees will be prorated based on services rendered as of the termination date.”

Its flat or project fee of $250 is below the Michigan median of $3,250. 1% of the 137 other Michigan planners that publish a flat or project fee charge less.
1 of the 9 other planners in Troy that publish a flat or project fee charge less.

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: 1.5% a year
Minimum: $800 minimum fee (stated in brochure)
Clients: 79
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $12,790,363
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 142756
Website: savingscoach.com (opens in new tab)
Phone: (248) 246-1580

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