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Hundred Financial Planning

Grand Rapids, Michigan

Fee-only

Hundred 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 69 employees and 721 individual clients, 182 of them high net worth.
  • Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
  • Its website says it's taking new clients.

Specialties Small business owners · Equity compensation · Sustainable & impact investing · Family wealth transfer

Works with High earners · HENRY (High Earners, Not Rich Yet) · Executives · Founders · Early-career professionals · Cross-border families

Fee-only advisors in Michigan · What fee-only advisors charge in Michigan

Facts

Based inGrand Rapids, Michigan
Websitehundredfp.com
Email[email protected]
Phone(696) 882-5153

Questions about Hundred Financial Planning

Does Hundred Financial Planning have an account minimum?

No. Hundred Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.

How many advisors does Hundred Financial Planning have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Hundred Financial Planning.

What is the average account at Hundred Financial Planning?

Hundred Financial Planning's average account is about $294,000. That's the assets on its Form ADV divided by its 4,262 accounts.

What does Hundred Financial Planning specialize in?

Hundred Financial Planning's advisors and website list small business owners, equity compensation, sustainable & impact investing and family wealth transfer.

Is Hundred Financial Planning accepting new clients?

Yes, according to Hundred Financial Planning's website, checked October 28, 2026.

Hundred 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.

Account minimumNone

In the firm's words

"With no asset minimums, a relationship where we will never sell you anything" 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$1.3 billion
Individual clients539
High-net-worth clients182
Accounts managed4,262
Employees69
Planning clients51-100
Registered withThe SEC (801-118916)
Financial planningOffered
Form ADV filedOctober 24, 2026
SEC recordCRD 285967

Advisors at this firm (1)

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