Strickler Investment Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rate used for this purpose is $250/hour.”

Monthly fee

$100⁠-⁠$600/mo

“On-going, subscription based financial planning service fees are $100 - $600 monthly.”

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

How Strickler Investment Services, LLC bills

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

• “If services commenced in the middle of the billing period, then the prorated fee for that billing period and any fees due to the Firm will be deducted from the Client’s account prior to termination.”
• “If services are commenced in the middle of the billing period, then the prorated fee for that billing period and any fees due to the Firm will be deducted from the Client’s account prior to termination.”
• “At our discretion, our Firm will allow advisory fees to be paid by check as indicated in the Agreement.”

How Strickler Investment Services, LLC’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Brighton that publish an hourly rate charge less.

About Strickler Investment Services, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2026.

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

Highest asset based fee in brochure

1.75% a year

Clients

277

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$107,259,633

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332778

Website

stricklerfinancial.com (opens in new tab)

Phone

(517) 618-9000

Can advise clients in 3 states: Florida, Michigan, Texas

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
• Simplyria Advisor NetworkBrighton$1,000⁠-⁠$10,000
• Summit Wealth Strategies Group, LLCBrighton$200/hr

Compare all 10 planners in Brighton