Firm
Heath Capital Management
Bloomfield Hills, Michigan
Fee-only
Heath Capital Management 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 25 individual clients.
- Its average account is about $1.2 million (assets it manages divided by its 30 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bloomfield Hills, Michigan |
|---|---|
| Website | heathcapitalmgmt.com |
| [email protected] | |
| Phone | (248) 335-7211 |
Heath Capital Management fees
Heath Capital Management 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 · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 25 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 120861 |