Firm
Villaire Financial
Grand Rapids, Michigan
Fee-only
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | villairefinancial.com |
| Phone | (586) 322-2953 |
Villaire Financial 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.
| Ongoing planning | From $600 a year |
|---|---|
| One-time plan | From $250 |
| Asset-based fee | 1.25% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"ongoing planning starts at $50/month." source
"There is a one-time $250 fee that covers your onboarding and financial plan implementation." source
"$1 to $500,000 1.25%" source
"No minimums. We work with people who are building wealth, not those who already have it." 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 · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 80 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 318796 |