Firm
CND Financial
Livonia, Michigan
Fee-only
CND Financial at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 3 employees and 188 individual clients, 73 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 189 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Livonia, Michigan |
|---|---|
| Phone | (734) 427-2030 |
CND Financial fees
CND Financial 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 |
|---|---|
| Assets managed | $199 million |
| Individual clients | 115 |
| High-net-worth clients | 73 |
| Accounts managed | 189 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-121895) |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 110180 |