Firm
Specialized Retirement Consultants
Marquette, Michigan
Fee-only
Specialized Retirement Consultants at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 2 individual clients.
- Its average account is about $85,000 (assets it manages divided by its 2,185 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Marquette, Michigan |
|---|---|
| Website | specializedretire.com |
| Phone | (906) 236-5500 |
Specialized Retirement Consultants fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 - $1,000,000 ## 0.75%" source
"$5,000,001 and above ## 0.10%" source
"$0 - $1,000,000 ## 0.75%" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $187 million |
| Individual clients | 2 |
| Accounts managed | 2,185 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-127777) |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 317027 |