Belle Eve Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,816,000
Clients
15
47% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$2,321,067
About
Belle Eve Financial provides fee-only financial planning and investment advisory services to individuals and high‑net‑worth clients. The firm’s offerings center on an ongoing Financial Planning Program with periodic rebalancing and updates, plus one‑time hourly consultations and referrals to third‑party professionals, and it does not act as an asset manager or take custody of client funds.
The firm delivers advice on a non‑discretionary basis, recommending asset allocations and favoring low‑cost, passive mutual funds and ETFs while clients implement trades through custodians the firm recommends. Financial planning is goals‑based and comprehensive, covering retirement, tax, estate, cash‑flow, business planning and insurance, with annual projection updates and rebalancing guidance.
Distinctive aspects include a fixed recurring fee and hourly/project pricing model rather than a percentage‑of‑AUM fee, and a practice of offering educational seminars and speaking engagements to groups. The brochure also discloses the firm’s use of client testimonials in its advertising and its status as a small, fee‑only solo practice that does not accept commissions or provide discretionary investment management.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Initial fee up to $6,000 for initial comprehensive financial plan; seminar fees range from $0 to $2,500 per seminar.
Hourly Consultation rate is $350 per hour, negotiable.
Fee-only: Recurring fixed fee for Financial Planning Program ranging from $200 to $1,250 per month or $900 to $3,750 per quarter, negotiable; initial fee up to $6,000 (half of a year's fees) for initial comprehensive plan construction; hourly consultation at $350 per hour, negotiable; seminar fees range from $0 to $2,500 per seminar.
Main office location
Belle Eve Financial
Dexter MI, United States
Number of offices
1
Most active in
Belle Eve Financial has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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