Strategic Financial Group, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$495⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans and ongoing advice is between $495 and $15,000.”

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

How Strategic Financial Group, L.L.C. bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of SFG's fees within five business days of signing the Investment Advisory Contract.”
• “At their discretion, clients may terminate the agreement without penalty and receive a full refund of SFG’s fees during any stage of their financial planning process.”

How Strategic Financial Group, L.L.C.’s fees compare

• Its flat or project fee of $495-$15,000 spans the Michigan median of $3,250. 83% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Strategic Financial Group, L.L.C.

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 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

1.65% a year

Clients

158

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$105,678,851

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316512

Website

strategicfg.net (opens in new tab)

Phone

(616) 935-7400

Other planners in Grand Haven that publish fees

• MSDR Partners, LLCGrand Haven$500/hr, $1,500⁠-⁠$5,000
• 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

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