Firm
Bespoke Financial Planning, LLC
Wayne, Michigan
Fee-only
Bespoke Financial Planning, LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 47 individual clients, 3 of them high net worth.
- Its average account is about $74,000 (assets it manages divided by its 173 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Wayne, Michigan |
|---|---|
| Website | bespokeplanning.co |
| [email protected] | |
| Phone | (313) 530-2858 |
Bespoke Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"New clients also pay an initial startup fee of $500." source
"The annual fee will be broken down into 12 monthly payments and will be billed monthly" 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
| Assets managed | $13 million |
|---|---|
| Individual clients | 44 |
| High-net-worth clients | 3 |
| Accounts managed | 173 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 286670 |