Firm
Oikonomos Asset Management
Oakland, Michigan
Fee-only
Oikonomos Asset Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 3 individual clients.
- Its average account is about $21,000 (assets it manages divided by its 5 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Oakland, Michigan |
|---|---|
| Phone | (248) 655-7891 |
Oikonomos Asset Management fees
Oikonomos Asset 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 | $0 million |
| Individual clients | 3 |
| Accounts managed | 5 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 322120 |