Firm
Face 2 Face Financial Planning
Portage, Michigan
Fee-only
Face 2 Face Financial 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 54 individual clients, 1 of them high net worth.
- Its average account is about $198,000 (assets it manages divided by its 150 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Michigan median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Portage, Michigan |
|---|---|
| Website | face2faceplanning.com |
| Phone | (269) 389-0422 |
Face 2 Face Financial Planning 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.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $3,000 |
| Hourly | $350 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$ 350 / hour" source
"$ 3000-8000" source
"$ 300-600 / month" source
"Tiered pricing starting at 1.0% of assets under management per year." 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 53 |
| High-net-worth clients | 1 |
| Accounts managed | 150 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 285630 |