William Mack & Associates Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$60⁠-⁠$250

“Certified Financial Planner™ Financial Planner Para-Planner Clerical $250 $200 $125 $ 60 An initial deposit of $500 is required to schedule services.”

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

How William Mack & Associates Inc bills

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

• “If a client deposits assets or withdraws funds from a managed account after the inception of a calendar quarter, the management fee with respect to such assets may be adjusted or prorated based on the number of days remaining in the quarter.”
• “The annual fee is negotiable based on the size of the account and the particular circumstances of the client.”
• “If termination occurs prior to the end of a full quarter, the client will receive a pro-rated refund for the balance of the quarter.”

How William Mack & Associates Inc’s fees compare

• Its flat or project fee of $60-$250 is below the Michigan median of $3,250. None of the 137 other Michigan planners that publish a flat or project fee charge less.
• None of the 9 other planners in Troy that publish a flat or project fee charge less.

About William Mack & Associates Inc

• Firm size: 22 employees.
• Registered as an adviser: 1992 (34 years).

Planning areas mentioned in the brochure

• Estate planning
• College 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

Minimum

$250,000 in assets (stated in brochure)

Clients

952

Employees

22

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$1,034,607,199

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107377

Website

wmack.com (opens in new tab)

Phone

(248) 643-4310

Can advise clients in 15 states: Arizona, California, Florida, Georgia, Illinois, Massachusetts, Michigan, North Carolina, North Dakota, New York, Ohio, Rhode Island, Texas, Virginia, Washington

Other planners in Troy that publish fees

• Arbor Wealth Advisors LLCTroy$300/hr
• Association Financial Services, LLCTroy$200/hr
• Baron Wealth Management, LLCTroy$250/hr
• Bridgewise Wealth ManagementTroy$300/hr, $4,995
• City Center Advisors, LLCTroy$500/hr
• FirstmetricTroy$495/mo

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