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Advisor

Michelle Crumm

Present Value, LLC DBA Belle Eve Financial, LLC · Dexter, Michigan

Michelle Crumm is a fee-only financial advisor at Present Value, LLC DBA Belle Eve Financial, LLC in Dexter, Michigan, who holds the CFP, CPA and MBA credentials. Michelle charges an ongoing planning fee and focuses on retirement planning and tax planning.

Ongoing planning fee Fee-only CFPCPAMBA

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Specialties

Who they serve

  • Pre-retirees
  • Retirees

Facts

FirmPresent Value, LLC DBA Belle Eve Financial, LLC
Based in Dexter, Michigan
Fee modelOngoing planning fee
Works virtuallyYes
Accepting new clientsYes
Assets under management$15.3M across 21 accounts
CredentialsCFP · CPA · MBA
SEC registration Investment adviser representative in MI · CRD 7793913
Firm size1 employee
Disclosures None reported
Websitebelleevefinancial.com

How Michelle's firm compares

  • Present Value, LLC DBA Belle Eve Financial, LLC's average account is about $730,000, from its Form ADV (assets managed divided by 21 accounts).

What fee-only advisors charge in Michigan

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Tell Michelle a little about what you're looking for. Michelle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Michelle

Is Michelle Crumm a fee-only financial advisor?

Yes. Michelle Crumm is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michelle's firm.

How does Michelle charge for financial advice?

Michelle charges an ongoing planning fee.

Does Michelle work with clients virtually?

Yes. Present Value, LLC DBA Belle Eve Financial, LLC says on its website that it works with clients remotely.

Where is Michelle Crumm based?

Michelle Crumm is based in Dexter, Michigan.

What does Michelle specialize in?

Michelle's specialties include retirement planning and tax planning. Michelle works with pre-retirees and retirees.

What credentials does Michelle Crumm hold?

Michelle Crumm holds the CFP, CPA and MBA credentials.

Is Michelle Crumm registered with the SEC?

Yes. Michelle Crumm is registered as an investment adviser representative in MI (CRD 7793913), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Present Value, LLC DBA Belle Eve Financial, LLC manage?

Present Value, LLC DBA Belle Eve Financial, LLC reports $15.3M across 21 accounts in assets under management.

How do I contact Michelle Crumm?

Through Michelle's website, belleevefinancial.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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