ValueFirst Planning LLC fees
Financial planner in Shelby Township, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 14, 2026, ValueFirst Planning LLC (Shelby Township, MI) charges a flat or project fee of $1,250 for financial planning.
- Website: valuefirstplanning.com (opens in new tab)
- Call (248) 346-8734
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 14, 2026. Fees can change.
- Flat or project fee
- $1,250
Below the Michigan median of $3,875; 6% of the 54 other planners in Michigan that publish a flat or project fee charge less.
“The VFP charges a fixed fee of $1,250 per engagement for the investment planning service described in Item 4.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How ValueFirst Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are -2- billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
About ValueFirst Planning LLC
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 5
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $460,068
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 14, 2026
- CRD number
- 337921 (opens in new tab)
- Phone
- (248) 346-8734
More planners in Michigan that publish fees
- Entrusted Stewardship LLCHollandHourly $400/hr, Flat $3,000-$5,000
- 46 and 2 Investment Advisors, LLCTraverse CityHourly $200/hr
- Gold Coast Capital Management, LLCDouglasFlat $300
- Financial Advisory CorporationGrand RapidsHourly up to $500/hr
- Vertrix Wealth Management, LLCTroyFlat from $2,000
- Bowline Financial, LLCGrosse Pointe WoodsAnnual $1,200-$25,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.