RetireMitten Financial LLC
Milford, Michigan
RetireMitten Financial LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 217 individual clients, 79 of them high net worth.
- Its average account is about $312,000 (assets it manages divided by its 685 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Milford, Michigan |
|---|---|
| Website | retiremitten.com |
| [email protected] | |
| Phone | (248) 935-0470 |
Questions about RetireMitten Financial LLC
How much does RetireMitten Financial LLC charge?
RetireMitten Financial LLC publishes these prices: one-time plan: from $4,800; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is RetireMitten Financial LLC paid?
RetireMitten Financial LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does RetireMitten Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at RetireMitten Financial LLC, and 5 hold the CFP.
What is the average account at RetireMitten Financial LLC?
RetireMitten Financial LLC's average account is about $312,000. That's the assets on its Form ADV divided by its 685 accounts.
What does RetireMitten Financial LLC specialize in?
RetireMitten Financial LLC's advisors and website list cross-border (us / canada), retirement planning, estate & legacy planning and tax planning.
Is RetireMitten Financial LLC accepting new clients?
Yes, according to RetireMitten Financial LLC's website, checked October 28, 2026.
RetireMitten Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,800 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"we charge $4,800 to complete a cross-border financial plan." source
"Up to $1,000,000 1%" source
"We charge an annual fee based on the portfolio value listed below." source
"we charge $4,800 to complete a cross-border financial plan." source
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 | $214 million |
| Individual clients | 138 |
| High-net-worth clients | 79 |
| Accounts managed | 685 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-131308) |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 300779 |
Advisors at this firm (5)
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