Vanderpol Investments L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Richard Toth, CFA, CAIA $350 Valuations, Porter’s Five Forces Report, Industry Outlooks Mark VanderPol, CFP Hourly Rate Typical Services $450 Business Consulting, Capital Expenditures, Estate Communication 9 Noah Hoekstra $250 Budgeting, Research General When the Client agrees to a VPI Service Plan, rates specified…”

Flat or project fee

$5,000

“Service Plan Flat Fee Essential Plan $5,000 Premium Plan $25,000 Pension Consulting Services Fees VPI offers ongoing consulting services to pension or other employee benefit plans (including but not limited to 401(k) plans).”

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

How Vanderpol Investments L.L.C. bills

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

• “Any services rendered beyond the agreed-upon flat fee will be billed at an applicable hourly rate as shown on the table below and within Exhibit A in arrears.”
• “The fees are withdrawn directly from the client’s accounts with client’s written authorization, or, in VPI’s sole discretion, may instead be billed to the client.”
• “VPI will invoice the Client quarterly for the hourly fee.”

How Vanderpol Investments L.L.C.’s fees compare

• Its hourly rate of $450 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Michigan median of $3,250. 61% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Vanderpol Investments L.L.C.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

124

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$118,125,821

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168174

Website

facebook.com/vanderpolinvestments (opens in new tab)

Phone

(616) 315-2550

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

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• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
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