Dexter 734.274.6744 |
Grosse Pointe 313.486.9634
Client Access Right Capital

What does it cost?

two hands typing ion a keyboard with cup of coffee and Pearl Planning business card

We want you to understand how you pay for financial planning and investment advice. We are up-front with you about your costs and always welcome conversations for clear, straightforward understanding.

Working with us, you have two choices:

OPTION 1

Financial Planning

$2,500 Initial Financial Plan and one year of proactive financial services.

OPTION 2

Investment Advisory + Financial Planning

Investment Advisory Services (this includes comprehensive financial planning with the fees). Fees are incremental. They are charged quarterly in advance based on the value of accounts at the end of each quarter as outlined below.

In limited circumstances at our discretion, we offer hourly billing if appropriate. Our costs for hourly financial planning services is $250 per hour.

Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement. Please ask your Advisor to provide.

Our Gift to You

FINANCIAL ACTION PLAN

Book cover: Guided Pearls, your 2021 financial action plan

Guided Pearls

Tackle your financial fears one week at a time! In your COMPLIMENTARY download, you’ll receive:

• A monthly calendar including timely financial reminders
• A space to lay out your financial goals, plus nudges to stay on track
• 12 guided journaling activities for monthly improvements to financial decisions and mindset

Pearl Planning - no grit no pearl - financial planner advisor in Ann Arbor Dexter Michigan

Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634
Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744
melissa@pearlplan.com

Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Pearl Planning is not a registered broker/dealer. Pearl Planning investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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