Firm
Patterson Advisors
Waterford, Michigan
Fee-only
Patterson Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 20 individual clients, 12 of them high net worth.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Waterford, Michigan |
|---|---|
| Website | pattersonadvisorsllc.com |
| Phone | (248) 766-9577 |
Patterson Advisors fees
Patterson Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 8 |
| High-net-worth clients | 12 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 137238 |