Firm
S.A. Mason
Holland, Michigan
Fee-only
S.A. Mason at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 254 individual clients, 90 of them high net worth.
- Its average account is about $600,000 (assets it manages divided by its 881 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Holland, Michigan |
|---|---|
| Website | sa-mason.com |
| Phone | (616) 355-3500 |
S.A. Mason fees
S.A. Mason 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $529 million |
| Individual clients | 164 |
| High-net-worth clients | 90 |
| Accounts managed | 881 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-70548) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 151440 |