Firm
Advosion
Ada, Michigan
Fee-only
Advosion 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 16 individual clients, 6 of them high net worth.
- Its average account is about $433,000 (assets it manages divided by its 75 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Michigan median of $3,000.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ada, Michigan |
|---|---|
| Website | advosion.com |
| Phone | (616) 954-2501 |
Advosion 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.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"can afford a commitment between $500 and $5,000 per month for six months or longer" source
"can afford a commitment between $500 and $5,000 per month for six months or longer" source
"Your fee will be a transparent and customized monthly or quarterly 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 · Fixed fees |
|---|---|
| Assets managed | $32 million |
| Individual clients | 10 |
| High-net-worth clients | 6 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-67226) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 130405 |