Firm
The Financial Planning Company
Royal Oak, Michigan
Fee-only
The Financial Planning Company 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 31 individual clients, 9 of them high net worth.
- Its average account is about $381,000 (assets it manages divided by its 31 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Royal Oak, Michigan |
|---|---|
| Website | thefinancialplanningcompany.com |
| Phone | (248) 766-0070 |
The Financial Planning Company fees
The Financial Planning Company 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 |
|---|---|
| Assets managed | $12 million |
| Individual clients | 22 |
| High-net-worth clients | 9 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 284440 |