Brian Face
Face 2 Face Financial Planning · Portage, Michigan
Brian Face is a fee-only financial advisor at Face 2 Face Financial Planning in Portage, Michigan, who holds the CFP credential. Brian charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $3,000) and focuses on equity compensation, retirement planning and physicians & residents.
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Specialties
Who they serve
- Physicians
- Pre-retirees
Facts
| Firm | Face 2 Face Financial Planning |
|---|---|
| Based in | Portage, Michigan |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $3,000 · $350 an hour · 1% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $29.7M across 150 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 5548274 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | face2faceplanning.com |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $2,400 a year, below the Michigan median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Michigan median of $975 for fee-only firms that publish prices.
- The hourly rate is $350, above the US median of $300 for fee-only firms that publish prices.
- Face 2 Face Financial Planning's average account is about $198,000, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Brian
Is Brian Face a fee-only financial advisor?
Yes. Brian Face is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.
How does Brian charge for financial advice?
Brian charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Brian charge?
According to Face 2 Face Financial Planning's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $3,000; $350 an hour; 1% a year on the first tier of assets managed; no asset minimum.
Where is Brian Face based?
Brian Face is based in Portage, Michigan.
What does Brian specialize in?
Brian's specialties include equity compensation, retirement planning and physicians & residents. Brian works with physicians and pre-retirees.
What credentials does Brian Face hold?
Brian Face holds the CFP credential.
Is Brian Face registered with the SEC?
Yes. Brian Face is registered as an investment adviser representative in FL, MI and TX (CRD 5548274), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Face 2 Face Financial Planning manage?
Face 2 Face Financial Planning reports $29.7M across 150 accounts in assets under management.
How do I contact Brian Face?
Through Brian's website, face2faceplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Face 2 Face Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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