Simplyria Advisor Network fees and pricing
Financial planner in Brighton, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Simplyria Advisor Network charges a flat or project fee of $1,000-$10,000 for financial planning.
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.
- Flat or project fee
- $1,000-$10,000
“Financial planning fees typically range from $1,000 to $10,000, but may be significantly more or less depending on the structure, scope, and complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Simplyria Advisor Network bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Interim-period daily cashflows $10,001 or greater (including new accounts) are billed pro rata based on the number of days remaining in the period.”
- “Fees are negotiable and may include a one-time upfront fixed consulting fee, an initial onboarding fee, and/or an ongoing fixed, tiered, or percentage-based fee, depending on the services provided.”
- “Investment Management Services Investment management fees are generally billed quarterly in advance.”
How Simplyria Advisor Network’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Michigan median of $3,250. 70% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Brighton that publish a flat or project fee charge less.
About Simplyria Advisor Network
- Firm size: 29 employees.
- Registered as an adviser: 2017 (9 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
- Clients
- 602
- Employees
- 29
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $214,892,486
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154494
- Phone
- (810) 355-1325
Can advise clients in 20 states: California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Minnesota, Mississippi, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Utah, Wisconsin
Other planners in Brighton that publish fees
- Castle Wealth Group Investments LLCBrighton$5,000-$20,000
- Grit and Lavender Financial PlanningBrighton$375, $500/mo
- Old Oak Financial Planning, Inc.Brighton$125/hr
- Strickler Investment Services, LLCBrighton$250/hr, $100-$600/mo
- Summit Wealth Strategies Group, LLCBrighton$200/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.