Firm
626 Financial
Portage, Michigan
Fee-only
626 Financial at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 451 individual clients, 122 of them high net worth.
- Its average account is about $299,000 (assets it manages divided by its 1,270 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Portage, Michigan |
|---|---|
| Website | 626financial.com |
| Phone | (269) 321-5040 |
626 Financial fees
626 Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $380 million |
| Individual clients | 329 |
| High-net-worth clients | 122 |
| Accounts managed | 1,270 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-120219) |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 306474 |