Firm
ARK Advisors
Traverse City, Michigan
Fee-only
ARK Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its average account is about $522,000 (assets it manages divided by its 152 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Traverse City, Michigan |
|---|---|
| Phone | (231) 668-4118 |
ARK Advisors fees
ARK Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $79 million |
| Individual clients | 36 |
| Accounts managed | 152 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2025 |
| SEC record | CRD 133687 |