PlannerFees

Team Covert, LLC fees and pricing

Financial planner in Auburn Hills, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 20, 2026, Team Covert, LLC charges $100⁠-⁠$500 an hour, a flat or project fee of $1,200⁠-⁠$12,000, and a monthly fee of $100⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$500/hr
“FINANCIAL CONSULTING Consulting services are provided at an hourly rate that ranges between $100 to $500.”
Flat or project fee
$1,200⁠-⁠$12,000
“COMPREHENSIVE AND ONGOING FINANCIAL PLANNING Comprehensive financial planning services are offered on fixed fee basis that ranges from $1,200 to $12,000.”
Monthly fee
$100⁠-⁠$1,000/mo
“We charge a fixed monthly fee that ranges from $100 to $1,000.”

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

How Team Covert, LLC bills

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

  • “The fixed fee is negotiable and will vary depending on the nature and complexity of your individual circumstances and the number of areas covered by the financial plan through our software program.”
  • “The agreed upon fee is charged at the end of each month, in arrears.”
  • “The fees and services are negotiable at the time of renewal.”

How Team Covert, LLC’s fees compare

  • Its hourly rate of $100-$500 spans the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in Auburn Hills that publish an hourly rate charge less.
  • Its flat or project fee of $1,200-$12,000 spans the Michigan median of $3,250. 81% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Team Covert, LLC

“After the completion of the initial plan, we offer ongoing financial planning services where we will continuously monitor, update and manage your digital/written financial plan.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning
  • Cash flow and budgeting

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
38
Employees
2
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
$31,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
331269
Phone
(517) 898-5338

Other planners in Auburn Hills that publish fees

Compare all 4 planners in Auburn Hills

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