Firm
Rachor Investment Advisory Services
Linden, Michigan
Fee-only
Rachor Investment Advisory Services at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 16 employees and 490 individual clients, 132 of them high net worth.
- Its average account is about $228,000 (assets it manages divided by its 1,043 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Linden, Michigan |
|---|---|
| Website | rias.net |
| Phone | (810) 732-7777 |
Rachor Investment Advisory Services fees
Rachor Investment Advisory Services 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 |
|---|---|
| Assets managed | $238 million |
| Individual clients | 358 |
| High-net-worth clients | 132 |
| Accounts managed | 1,043 |
| Employees | 16 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-24721) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 105495 |