Scout Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Fees for financial planning and investment advice services are $100 per hour, billed in six minute increments.”

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

How Scout Financial Planning bills

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

• “Scout Financial has an administrative rate of $40 per hour billed in 15 minute increments for filling out paperwork.”
• “Clients will be billed upon completion of work and can be paid by check or money order.”

How Scout Financial Planning’s fees compare

• Its hourly rate of $100 is below the Michigan median of $250. 2% of the 170 other Michigan planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Scout Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

2

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139591

Phone

(989) 370-5757

Other planners in Michigan that publish fees

• 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
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

Compare all 406 planners in Michigan