Firm
USAWorld Capital
Canton, Michigan
Fee-only
USAWorld Capital at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 31 individual clients.
- Its average account is about $189,000 (assets it manages divided by its 31 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Canton, Michigan |
|---|---|
| Website | usaworldcapital.com |
| Phone | (734) 353-6949 |
USAWorld Capital fees
USAWorld Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 |
|---|---|
| Assets managed | $6 million |
| Individual clients | 31 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 21, 2026 |
| SEC record | CRD 146454 |