PlannerFees

Firms based in other states that are registered in Michigan

145 fee only firms that publish prices. Back to the Michigan page.

These firms are based in another state and are registered in Michigan. The list isn't complete: a firm with five or fewer clients in Michigan doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.

145 firms with published fees

Firms that publish fees
FirmHourly rateFlat or project feeOngoing fee
3Roots Wealth Partners LLCScottsdale, AZ$400/hr$5,000⁠-$20,000% of assets
Abound Wealth Management, LLCFranklin, TNCFP®Not published$5,200No monthly fee$4,200/yr
Abundo WealthHouston, TXNo AUM feeNot publishedNot published$199/mo$199/mo
Advisors Capital Management, LLCRidgewood, NJ$350⁠-$500/hrNot published% of assets
Advisors Management Group IncLa Crosse, WINot published$500⁠-$10,000% of assets
Altair Advisers, LLCChicago, ILCFP®$200⁠-$500/hrNot published% of assets
Arbor Financial Services, LLCDowners Grove, IL$100⁠-$500/hr$500⁠-$5,000% of assets
Ask DollyDenver, CONo AUM feeNot publishedNot published$50⁠-$100/mo$50⁠-$100/mo
Assembly WealthMill Valley, CANot published$2,500⁠-$5,000% of assets
AssetBuilder, Inc.Allen, TXCFP®Up to $350/hrNot published% of assets
Aureum Wealth Management, LLCNorth Palm Beach, FL$100⁠-$400/hrFrom $1,500% of assets
Bailard, Inc.Foster City, CANot published$3,500⁠-$15,000No monthly fee$2,000⁠-$50,000/yr
BakerAvenueSan Francisco, CA$225⁠-$300/hr$2,000⁠-$10,000% of assets
Beacon TrustMorristown, NJNot published$5,000⁠-$15,000% of assets
Beacon Wealth Consultants, Inc.Roanoke, VAVirtual meetingsCFP®$300/hrNot published$100/mo$300/qtr ($100/mo)$3,500⁠-$35,000/yr
Bedel Financial Consulting IncIndianapolis, INNot published$1,000⁠-$2,500% of assets
Belay FinanceMontgomery, OHNo AUM fee$250/hr$2,500Not published
Blacktower Financial Management (US) LLCOrlando, FLNot publishedUp to $5,000% of assets
Blue Jay Financial Group, LLCDefiance, OHNot published$250⁠-$15,000% of assets
Boldin AdvisorsMill Valley, CANo AUM fee$300⁠-$475/hrUp to $6,000No monthly feeUp to $6,000/yr
Bollin Wealth Management, LLCPerrysburg, OHCFP®$500/hr$3,000⁠-$10,000% of assets
Briggs Financial Inc.Round Lake Beach, ILVirtual meetings$400/hrNot published$250/mo$250/mo
Brighton Jones LLCSeattle, WA$150⁠-$300/hr$5,000⁠-$25,000% of assets
Brooklyn FI, LLCBrooklyn, NYNot publishedNot published$500⁠-$2,000/mo$500⁠-$2,000/mo
Canopy Wealth ManagementMiddleton, WINot published$1,000⁠-$25,000From $200/moFrom $200/mo
Capstone Financial Advisors IncDowners Grove, IL$150⁠-$400/hr$1,000⁠-$30,000% of assets
Cardone Wealth AdvisorsAventura, FLNo AUM feeVirtual meetings$500/hr$4,800No monthly fee$4,800/yr
Century Management Financial AdvisorsAustin, TX$250/hr$4,000⁠-$10,000% of assets
CES Investment StrategiesLititz, PA$300/hrNot published% of assets
CGN Advisors, LLCManhattan, KSNot publishedNot publishedNo monthly fee$480⁠-$8,000/yr
Chicago Capital, LLCChicago, ILFrom $1,000/hrNot published% of assets
Choate Investment AdvisorsBoston, MANot published$1,000⁠-$2,500% of assets
CJM Wealth Advisers, Ltd.Falls Church, VANot published$2,000⁠-$10,000% of assets
Copper Beech Wealth ManagementMansfield, MACFP®Not published$5,000⁠-$10,000% of assets
Cornerstone Wealth ManagementWestlake, OH$300⁠-$600/hr$1,500⁠-$15,000No monthly fee$3,000⁠-$15,000/yr
Covenant Capital Advisors, LLCDavenport, FL$100/hrNot published% of assets
CWP Private Wealth ManagementWest Bend, WI$200⁠-$300/hrNot published% of assets
CX Institutional, LLCAuburn, INNot publishedNot publishedNo monthly feeFrom $3,125/yr
Dakota Wealth, LLCPalm Beach Gardens, FLNot published$5,000⁠-$25,000% of assets
DHJJ Financial AdvisorsNaperville, ILCFP®$150⁠-$495/hrNot published% of assets
Dickmeyer Boyce Financial Management, IncFort Wayne, INCFP®$200/hrNot published% of assets
Domain Money Advisors, LLCNew York City, NYNo AUM fee$500/hr$9,000Not published
Dorchester Advisors LLCShort Hills, NJUp to $500/hr$3,500⁠-$10,000% of assets
Edelman Financial EnginesSanta Clara, CANot publishedUp to $10,000% of assets
Elevation Financial LLCWestfield, INCFP®$250/hrNot published% of assets
EllevestNew York City, NYNot publishedNot publishedNo monthly fee$4,800/yr
Elm WealthPhiladelphia, PAVirtual meetingsNot published$5,000% of assets
Envoy Advisory Inc.Colorado Springs, CO$250/hrUp to $10,000% of assets
Equita Financial Network, Inc.Fort Washington, PAVirtual meetingsUp to $500/hrUp to $10,000Up to $2,500/moUp to $7,500/qtr (up to $2,500/mo)
FacetWest Palm Beach, FLNot publishedNot publishedNo monthly fee$2,600⁠-$10,000/yr
95 more firms with published fees