George Calvert
Calvert Planning · Troy, Michigan
George Calvert is a fee-only financial advisor at Calvert Planning in Troy, Michigan, who holds the CFP credential. Calvert Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Calvert Planning |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $18.7M across 18 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 1749639 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How George's firm compares
- Calvert Planning's average account is about $1.0 million, from its Form ADV (assets managed divided by 18 accounts).
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Questions about George
Is George Calvert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Calvert Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Calvert Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Calvert based?
George Calvert is based in Troy, Michigan.
What credentials does George Calvert hold?
George Calvert holds the CFP credential.
Is George Calvert registered with the SEC?
Yes. George Calvert is registered as an investment adviser representative in MI (CRD 1749639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Calvert Planning manage?
Calvert Planning reports $18.7M across 18 accounts in assets under management.
How do I contact George Calvert?
Contact details aren't on file yet. Search for Calvert Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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