Face 2 Face Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,700,000
Clients
54
2% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
54
HighAverage account size
$550,000
About
Face 2 Face Financial Planning, LLC is an independent, single-advisor registered investment adviser that works with individual and high-net-worth clients to provide portfolio management, comprehensive financial planning, and other financial planning services. The firm combines ongoing investment oversight with planning work that addresses cash flow, retirement, tax considerations, insurance, and estate issues.
The firm primarily constructs passive portfolios using index mutual funds and ETFs, and applies fundamental analysis when completing investment analyses as part of broader planning engagements. Account supervision is discretionary and is guided by client-specific investment policy statements that reflect objectives, risk tolerance, and client-imposed restrictions; comprehensive planning clients receive ongoing access to a planner through a retainer arrangement.
A distinctive aspect of the practice is its regular provision of educational seminars and speaking engagements for groups, which the brochure notes can be offered on a fee basis or pro bono and are explicitly educational rather than individualized advice. Other notable features for a solo adviser managing roughly $29.7 million for about 54 clients include the integration of passive portfolio management with one-on-one, retainer-based comprehensive planning and a stated policy of not providing written performance reports to investment management clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Wealth management
Fee options
Financial Planning fixed fees range from $500 to $5,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$200 to $250 per hour for Financial Planning in special circumstances.
Comprehensive Financial Planning ongoing monthly retainer fee between $100 to $500 based on complexity.
Fee-only: Financial Planning fixed fees range from $500 to $5,000; hourly fees range from $200 to $250 per hour; Comprehensive Financial Planning monthly retainer fees range from $100 to $500, with an upfront charge of $500 to $5,000.
Main office location
Face 2 Face Financial Planning, LLC
7950 Moorsbridge Rd, Ste 203
Portage MI 49024, United States
Number of offices
1
Most active in
Face 2 Face Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Michigan · Texas
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:
-
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
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