Firm
Firstmetric
Troy, Michigan
Fee-only
Firstmetric at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 48 individual clients, 39 of them high net worth.
- Its average account is about $5.7 million (assets it manages divided by its 48 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Troy, Michigan |
|---|---|
| Website | podcasts.apple.com/us/podcast/the-anxious-investor/id1511350648 |
| Phone | (248) 817-8919 |
Firstmetric fees
Firstmetric 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 | Fixed fees |
|---|---|
| Assets managed | $272 million |
| Individual clients | 9 |
| High-net-worth clients | 39 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-117185) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 289483 |