Autumn Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Autumn Financial Advisors is a two-advisor state-registered investment adviser that serves individual and high-net-worth clients through a primary offering that combines comprehensive ongoing financial planning with discretionary investment management. The firm also offers limited-scope, project-based financial planning and, at its discretion, standalone investment management for clients who decline planning services.
Investment approach emphasizes strategic asset allocation with the ability to implement tactical deviations; the firm blends passive and active fund exposures and employs quantitative, cyclical, and technical analysis, including proprietary empirical simulations, to inform portfolio construction. Portfolios are tailored to client objectives, risk tolerances, and investment policy statements, and are generally managed on a discretionary basis through a preferred custodian.
Noteworthy aspects include a relatively small client roster and two-advisor structure paired with a mix of planning and advanced quantitative investment expertise uncommon for a firm of this size — the advisory team holds CFP, CFA, FRM, and CAIA credentials and highlights internally developed quantitative strategies. The firm does not accept custody of client assets except for fee debits, generally limits management to accounts held at its preferred custodian, and does not vote client proxies.
Client services
Expertise
Fee options
Project-based financial planning fees range from $1,500 to $10,000, fixed fees may be negotiated for specific projects.
$1 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Additional financial planning projects billed at $300 per hour.
Minimum fee: Startup cost ranges from $1,500 to $10,000 due at plan presentation; ongoing fee ranges from $1,500 to $10,000 annually (may be quarterly, in arrears). The ongoing quarterly fee may be waived if a minimum amount of client assets is managed. Fee-only: Fees are charged based on assets under management as tiered above; additional fees for financial planning (startup and ongoing fees) and project-based financial planning ($1,500 to $10,000). Hourly fees for additional financial planning projects at $300 per hour.
Main office
409 Plymouth Road, Suite 124
Plymouth MI 48170
Advisors at this office
2
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
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
Quick links
Advisors at this firm
Brittany R
CFP®, Series 65
Plymouth, MI
Autumn Financial Advisors, LLC
Brittany Ringo is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Autumn Financial Advisors, LLC since 2017 and previously was with Buttonwood Financial Advisors and Ringo & Associates, P.C. Certified Public Accountants. Autumn Financial Advisors is a two-advisor state-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm employs a blend of passive and active strategies informed by quantitative, cyclical, and technical analysis, tailoring portfolios to client objectives and risk tolerances.
Erik R
CFA®, Series 65
Plymouth, MI
Autumn Financial Advisors, LLC
Erik Ringo is a CFA® charterholder with nine years of industry experience. He has worked at Autumn Financial Advisors, LLC since 2017, following prior roles at Buttonwood Financial Advisors and T. Rowe Price. Autumn Financial Advisors is a two-advisor firm serving individual and high-net-worth clients with a combination of comprehensive financial planning and discretionary investment management. The firm emphasizes strategic asset allocation using both passive and active strategies informed by quantitative, cyclical, and technical analysis.
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