P
Plaisier Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,700,000
Total clients
97
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
97
Average account size
$89,691
About
The firm provides portfolio supervisory services, investment advice and financial planning to individuals, retirement accounts, charitable organizations and business entities. Client assets are custodied at TD Ameritrade and services may be delivered as ongoing discretionary management or as one‑time planning engagements billed on an asset‑under‑management or hourly basis.
The firm does not use predetermined model portfolios and tailors investment recommendations to each client’s stated objectives and tolerance for risk, with an emphasis on diversification. Research sources cited in the brochure include Morningstar and VectorVest, and accounts are monitored continuously with formal reviews at least quarterly.
The firm’s principal also operates an affiliated insurance agency and a tax preparation/bookkeeping practice and is licensed to sell life and health insurance, which creates potential conflicts when insurance or tax services are recommended. The brochure discloses these relationships, notes that insurance sales may generate commissions, and states that these other activities account for roughly one quarter of the adviser’s time and income — a combination that is uncommon among independent advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Life insurance needs analysis
Fee options
Under $50,000 - $50,000: 1.50% $50,001 - $100,000: 1.25% $100,001 - $499,999: 1.00% $500,000+: Negotiable
$175.00 per hour, negotiable
Main office location
Plaisier Financial Group LLC
Ludington MI, United States
Number of offices
1
Most active in
Plaisier Financial Group LLC 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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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