Schafer Investment Group, Inc. fees
Financial planner in Mount Pleasant, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 28, 2026, Schafer Investment Group, Inc. (Mount Pleasant, MI) charges up to $300 an hour and a flat or project fee of up to $1,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Can go up to $300; the Michigan median is $250.
“Hourly fees range up to $300 per hour.”
- Flat or project fee
- Up to $1,500
Capped at $1,500, at or below the Michigan median of $3,875.
“Fixed fees range up to $1,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Schafer Investment Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in arrears of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $52,018
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 28, 2026
- CRD number
- 337977 (opens in new tab)
- Phone
- (989) 773-1311
Other planners in Mount Pleasant that publish fees
- Convert Financial Services LLCMount PleasantHourly $200/hr
More planners in Michigan that publish fees
- 4Square Advisory Services, Inc.FentonHourly $150/hr, Flat up to $1,500
- Old Oak Financial Planning, Inc.BrightonHourly $125/hr
- 320 Life Financial PlanningHollandHourly $250/hr
- Bowen Financial Planning LLCHollandHourly $90/hr
- Antonelli Financial Advisors, LLCGrosse PointeHourly $200-$400/hr
- Wittenberg Investments Inc.TroyHourly $500/hr
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.