RIA Intel›Advisers›Michigan›BESPOKE FINANCIAL PLANNING, LLC

BESPOKE FINANCIAL PLANNING, LLC

Advisory

MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$74K
across 173 accounts
AUM per adviser
$13M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$13M
Discretionary %
0%
Clients
47
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$0
Non-Discretionary AUM$13M
Discretionary %0%
Total Clients47
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

SAVINGS COACH, LLC
TROY, MI
$13M
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$13M
PLANVESTING, LLC
$13M
ALPHA ASSET ADVISORS LLC
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$13M
OLIVE TREE ASSET MANAGEMENT, LLC
$13M
KB WEALTH MANAGEMENT, LLC
BLOOMFIELD HILLS, MI
$12M

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