The Brock Group, LLC fees and pricing

Financial planner in Plymouth, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, The Brock Group, LLC charges $200 an hour for financial planning.

Published fees

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

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

“Where services are initiated at any time other than the beginning of a calendar quarter, advisory fees will be prorated.”
“In the absence of alternate instructions, the Adviser will issue an invoice for advisory fees to the client and payment is expected within 10 days of the invoice date.”
“Where services are terminated prior to the end of a calendar quarterly, the Adviser will return a prorated refund of pre-paid fees.”

Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
1 of the 4 other planners in Plymouth that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2007 (19 years).

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: 1.25% a year
Clients: 253
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $93,916,222
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 142432
Phone: (734) 744-8008

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