Firm
Columbia Asset Management
Ann Arbor, Michigan
Fee-only
Columbia Asset Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 7 employees and 411 individual clients, 210 of them high net worth.
- Its average account is about $927,000 (assets it manages divided by its 1,295 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ann Arbor, Michigan |
|---|---|
| Website | columbiaasset.com |
| [email protected] | |
| Phone | (734) 665-1455 |
Columbia Asset Management fees
Columbia Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $1.2 billion |
| Individual clients | 201 |
| High-net-worth clients | 210 |
| Accounts managed | 1,295 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-62115) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 124174 |