Autumn Financial Advisors, LLC
Plymouth, Michigan
Autumn Financial Advisors, LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 39 individual clients, 8 of them high net worth.
- Its average account is about $196,000 (assets it manages divided by its 114 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Plymouth, Michigan |
|---|---|
| Website | autumnfa.com |
| [email protected] | |
| Phone | (248) 716-8307 |
Questions about Autumn Financial Advisors, LLC
How is Autumn Financial Advisors, LLC paid?
Autumn Financial Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Autumn Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Autumn Financial Advisors, LLC, and 1 hold the CFP.
What is the average account at Autumn Financial Advisors, LLC?
Autumn Financial Advisors, LLC's average account is about $196,000. That's the assets on its Form ADV divided by its 114 accounts.
What does Autumn Financial Advisors, LLC specialize in?
Autumn Financial Advisors, LLC's advisors and website list equity compensation, retirement planning, retirement with concentrated positions and tax planning.
Autumn Financial Advisors, LLC fees
Autumn Financial Advisors, LLC 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 31 |
| High-net-worth clients | 8 |
| Accounts managed | 114 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 290151 |
Advisors at this firm (2)
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