Firm
StraitGate Financial
Northville, Michigan
Fee-only
StraitGate Financial 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 2 employees and 43 individual clients, 5 of them high net worth.
- Its average account is about $138,000 (assets it manages divided by its 131 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Northville, Michigan |
|---|---|
| Website | sgfllc.com |
| [email protected] | |
| Phone | (248) 465-6227 |
StraitGate Financial fees
StraitGate Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 38 |
| High-net-worth clients | 5 |
| Accounts managed | 131 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 124798 |