PlannerFees

Straightline fees and pricing

Financial planner in Troy, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 10, 2026, Straightline charges a flat or project fee of $2,400⁠-⁠$4,800 and an annual fee of $3,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,400⁠-⁠$4,800
“One Year Contract Fee $2,400 to $4,800 All Financial Planning fees will vary based on each individual client’s circumstances and the level of complexity of the financial planning services required.”
Annual fee
$3,600/yr
“The non-discretionary portfolio allocation service fee is a flat fee of $3,600 annually, billed quarterly, in arrears, at the end of each calendar quarter.”

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

How Straightline bills

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

  • “All management fees are negotiable, so clients receiving similar services may pay different fees.”
  • “Fees are billed quarterly, in arrears, at the end of each calendar quarter.”
  • “This means that any spouse, domestic partner, and children that reside in the same household as the client will be billed as an aggregate blended percentage.”

How Straightline’s fees compare

  • Its flat or project fee of $2,400-$4,800 spans the Michigan median of $3,250. 54% of the 137 other Michigan planners that publish a flat or project fee charge less.
  • 7 of the 9 other planners in Troy that publish a flat or project fee charge less.
  • Its annual fee of $3,600 is below the Michigan median of $6,000. 24% of the 37 other Michigan planners that publish an annual fee charge less.

About Straightline

“We offer investment management advisory services to individuals and small businesses on either their personal accounts within employer-sponsored retirement plans or their personal investment accounts outside of employer-sponsored plans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 11 employees.
  • Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

  • Business owners

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
0.9% a year
Clients
2,358
Employees
11
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$1,170,377,158
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
127401
Website
youtube.com/@StraightLineStraightTalk (opens in new tab)
Phone
(248) 269-8366

Can advise clients in 34 states: Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maine, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

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