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Updated September 28, 2026. Quick answer: Plante Moran Financial Advisors is registered with the SEC as an investment adviser (CRD #112158, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,000 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Plante Moran Financial Advisors at a glance
| Fact | What Plante Moran Financial Advisors’ own pages say |
|---|---|
| Legal entity | Plante Moran Financial Advisors, LLC |
| Registration | Plante Moran Financial Advisors, LLC is registered with the SEC as an investment adviser (CRD #112158, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Plante Moran Financial Advisors |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Plante Moran Financial Advisors’ own fee schedule charges
PMFA is a wholly owned affiliate of P&M Holding Group, LLP. Account minimum $500,000 (waivable per Item 7). AUM $25,117,897,108.
“FEES & COMPENSATION Annual fees for advisory services are based upon a percentage of the fair market value of the assets being advised, specifically: 1.00% on the first $ 2,000,000 0.80% on the next $ 3,000,000 0.60% on the next $ 5,000,000 0.40% on the next $ 15,000,000 0.30% over $ 25,000,000 … A minimum annual fee of $5,000 applies to clients subject to this fee schedule. Accounts below $500,000 charged the minimum fee will experience a fee greater than the published fee schedule.”
Plante Moran’s marginal schedule (1.00% first $2,000,000) applies to all four benchmark balances, floored at the brochure’s own stated $5,000 minimum annual fee; the brochure itself notes accounts below $500,000 will see the minimum exceed the computed schedule fee, which is exactly what happens at $250,000 here.
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Plante Moran Financial Advisors’ own fee page.
Registration
Plante Moran Financial Advisors, LLC is registered with the SEC as an investment adviser (CRD #112158, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Plante Moran Financial Advisors.
What it costs to leave
Plante Moran Financial Advisors, LLC’s Form ADV Part 2A states “If the relationship is terminated, the fees for the last quarter will be based on the average daily balance of the Assets from the first day of the quarter through one day prior to the date of termination, prorated for t.” Plante Moran Financial Advisors, LLC names 2 possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Fidelity Investments discloses no comparable line item (an honest gap).
A dedicated how-to-leave page for Plante Moran Financial Advisors covers the exit costs in full; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Part 2A | Form ADV Supplemental Information (March 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048729
- SEC IAPD firm summary (CRD #112158, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/112158
Methodology. This page was built September 28, 2026, drawing directly on Plante Moran Financial Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Plante Moran Financial Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Plante Moran Financial Advisors’ own Form ADV Part 2A and Form CRS. We have not used Plante Moran Financial Advisors as a client. Plante Moran Financial Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Plante Moran Financial Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Plante Moran Financial Advisors against other options? See Plante Moran Financial Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.