Firm
IAM Financial, LLC
East Lansing, Michigan
Fee-only
IAM Financial, LLC 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 23 individual clients, 17 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 23 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | East Lansing, Michigan |
|---|---|
| Website | iam-financial.com |
| [email protected] | |
| Phone | (888) 283-1392 |
IAM Financial, LLC fees
IAM Financial, LLC 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 | $41 million |
| Individual clients | 6 |
| High-net-worth clients | 17 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 146156 |