Firm
4square Advisory Services
Fenton, Michigan
Fee-only
4square Advisory Services at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 39 individual clients, 5 of them high net worth.
- Its average account is about $303,000 (assets it manages divided by its 65 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Fenton, Michigan |
|---|---|
| Website | 4squareria.com |
| Phone | (800) 930-6454 |
4square Advisory Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,500 |
|---|
In the firm's words
"with a minimum account size of $2,500 with a commitment to make regular additions of any amount" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 34 |
| High-net-worth clients | 5 |
| Accounts managed | 65 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | June 1, 2026 |
| SEC record | CRD 177526 |