Firm
Church Organizers Foundation
Mason, Michigan
Fee-only
Church Organizers Foundation at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 35 individual clients.
- Its average account is about $169,000 (assets it manages divided by its 51 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Mason, Michigan |
|---|---|
| Website | churchorganizers.org |
| Phone | (517) 858-0362 |
Church Organizers Foundation fees
Church Organizers Foundation 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 |
|---|---|
| Assets managed | $9 million |
| Individual clients | 35 |
| Accounts managed | 51 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 284458 |