Firm
William Mack & Associates
Troy, Michigan
Fee-only
William Mack & Associates at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 15 advisors are listed here; 9 of 15 hold the CFP.
- Its Form ADV reports 22 employees and 952 individual clients, 260 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 952 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Troy, Michigan |
|---|---|
| Website | wmack.com |
| Phone | (248) 643-4310 |
William Mack & Associates 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 | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"at the beginning of each quarter, we take the value of the portfolio and multiply it by 0.25%, which is the fee for the coming quarter." source
"The amount of the fee is based on the amount of assets we are managing." source
"We refer to our compensation as a “Retainer Services” fee because of the comprehensive nature of the services we offer." 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 |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 692 |
| High-net-worth clients | 260 |
| Accounts managed | 952 |
| Employees | 22 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-42259) |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 107377 |