Firm
Calvert Planning
Troy, Michigan
Fee-only
Calvert Planning 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 33 individual clients, 15 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 18 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Troy, Michigan |
|---|---|
| Phone | (248) 723-3322 |
Calvert Planning fees
Calvert Planning 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 | $19 million |
| Individual clients | 18 |
| High-net-worth clients | 15 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 124524 |