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Wellspent public graph/Firms/Reitz Capital Advisors
Firm

Reitz Capital Advisors

Freeland, Michigan

Fee-only

Reitz Capital Advisors 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 101 individual clients, 38 of them high net worth.
  • Its average account is about $412,000 (assets it manages divided by its 251 accounts).

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

Facts

Based inFreeland, Michigan
Websitereitzfg.com
Phone(989) 791-3693

Reitz Capital Advisors fees

Reitz Capital Advisors 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 byPercentage of assets · Hourly
Assets managed$103 million
Individual clients63
High-net-worth clients38
Accounts managed251
Employees1
Planning clients51-100
Registered withThe SEC (801-112453)
Financial planningOffered
Form ADV filedFebruary 12, 2026
SEC recordCRD 167088

Advisors at this firm (1)