Verde Capital Management, Inc. fees and pricing
Financial planner in Clarkston, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 8, 2026, Verde Capital Management, Inc. charges $250 an hour and a monthly fee of $250-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Conversely, if a plan is already integrated with payroll, requires minimal testing, and only needs one virtual education session for employees, we may quote six hours at $250 per hour.”
- Monthly fee
- $250-$500/mo
“Our rate ranges from $250 to $500 per month, depending on the number of advisors involved and their experience with 401(k) plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Verde Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees remain fixed until they are updated and are billed in equal monthly increments via credit card or direct bank transfer from the plan sponsor.”
- “Fees payable under the Assets Under Management Payment Schedule is the percentage of the market value of the Assets under Sub-Advisor’s management.”
- “The percentage fee payable under the assets under management payment schedule corresponds only to those assets in that specific bracket.”
How Verde Capital Management, Inc.’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.
About Verde Capital Management, Inc.
“Outside Management and 401(k) Advisory Services We also provide investment advice to our clients on their qualified retirement plan assets.”
- Firm size: 19 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 784
- Employees
- 19
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $845,839,588
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147179
- Phone
- (248) 528-1870
Can advise clients in 14 states: California, Colorado, Florida, Georgia, Illinois, Michigan, North Carolina, New Hampshire, New York, Ohio, South Carolina, Tennessee, Texas, Virginia
Other planners in Clarkston that publish fees
- Retiremitten Financial LLCClarkston$4,800
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
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.