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Belle Eve Financial

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

Clients per advisor

15

Low

Average 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

Fixed

Initial fee up to $6,000 for initial comprehensive financial plan; seminar fees range from $0 to $2,500 per seminar.

Project-based

Hourly Consultation rate is $350 per hour, negotiable.

Other

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

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Michelle C

CFP®, CPA

Dexter, MI

Belle Eve Financial

Belle Eve believes that every woman has the innate ability to achieve financial freedom and success, and the purpose is to be the trusted partner on this journey. My commitment to women-focused financial planning stems from recognizing the unique challenges and opportunities that women encounter in their lives. Through customized and holistic financial solutions, I aim to break down barriers and promote financial inclusivity for women of all financial backgrounds. With over five decades of life experience, I understand firsthand the unique financial considerations that come with being a woman over 50, from education planning to retirement planning to wealth management and beyond. My personal journey has taught me the importance of adaptability, resilience, and strategic financial planning, and I am passionate about sharing that knowledge with others. Moreover, my experience includes navigating a significant windfall which has provided me with invaluable insights into the complexities of sudden wealth management. a successful transition from retirement to a thriving second career, and a track record of three successful business ventures, my credentials as a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) reflect my commitment to achieving excellence in the field of financial planning. Growing up with limited means, I am not just a financial advisor; I am a financial navigator who has walked the path you are on. I am uniquely positioned to provide you with expert guidance, tailored solutions, and a deep understanding of your financial goals. Together, we can create a roadmap to financial success, ensuring your financial future is as bright and secure as it deserves to be.

General retirement planning Women's Finance Gen X (Born 1965-1980)
Warmer team member

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