Stonebrook Private LLC fees and pricing
Financial planner in Northville, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 13, 2026, Stonebrook Private LLC charges an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,500/yr
“The Advisor does impose a minimum annual fee of $7,500 per household.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stonebrook Private LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Stonebrook Private LLC’s fees compare
- Its annual fee of $7,500 is above the Michigan median of $6,000. 59% of the 37 other Michigan planners that publish an annual fee charge less.
- 1 of the 2 other planners in Northville that publish an annual fee charge less.
About Stonebrook Private LLC
- Firm size: 11 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $7,500 minimum fee (stated in brochure)
- Clients
- 582
- Employees
- 11
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $936,969,533
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325434
- Phone
- (248) 349-3027
Can advise clients in 12 states: California, Colorado, Florida, Illinois, Michigan, Nebraska, New Jersey, New York, Ohio, Tennessee, Texas, Virginia
Other planners in Northville that publish fees
- Agile Wealth PartnersNorthville$100-$4,000/mo, $1,200-$50,000/yr
- Asset Architects, LLCNorthville$500-$2,000
- Full Bloom FinancialNorthville$4,000-$8,000/yr
- Olive Tree Asset ManagementNorthville$500-$1,500
- Pureretire LLCNorthville$210/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.