Firm
Grit & Lavender Financial Planning
Brighton, Michigan
Fee-only
Grit & Lavender Financial Planning 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 8 individual clients.
- Its average account is about $56,000 (assets it manages divided by its 17 accounts).
- Its ongoing planning fee starts at $1,068 a year, below the Michigan median of $3,000.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Brighton, Michigan |
|---|---|
| Website | glplanning.com |
| [email protected] | |
| Phone | (810) 206-3050 |
Grit & Lavender Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,068 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · Hourly |
In the firm's words
"Initial Fee $500, then $89/Mo." source
"Investment Management Fees start at 1% of the managed portfolio value, paid quarterly." source
"Divorce Planning is typically an hourly engagement with an upfront charge of $1,250." 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 8 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 305656 |