Belle Eve Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belle Eve Financial provides fee-only financial planning and investment advisory services to individuals and families, delivering comprehensive ongoing planning, retirement and tax-aware advice, and limited hourly consultations. Investment management is offered as part of those ongoing planning relationships and the firm may coordinate with third‑party professionals when appropriate.
The firm takes a goals‑based approach that emphasizes asset allocation, low‑cost diversified mutual funds and ETFs (including passive index funds when suitable), and a long‑term, tax‑aware framework with periodic rebalancing. In its September 26, 2026 ADV filing Belle Eve reported approximately $18.2 million in non‑discretionary assets and $0 in discretionary assets, and the brochure was amended in September 2026 to make discretionary investment management an available service.
Notable differences from many peers include its use of a fixed annual advisory fee determined by a Net‑Worth schedule rather than a conventional percentage‑of‑AUM fee and the inclusion of investment management within that comprehensive fee. The firm also offers public educational seminars (fees noted at $0–$2,500) and publicly uses client testimonials in advertising, features that are less common among independent solo advisers.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.50% $2,000,000 - $5,000,000: 0.25% $5,000,000+: 0.10%
Hourly consultation services offered at $350 per hour, fees are negotiable.
Minimum fee: Minimum annual fee of $10,800 for new clients unless otherwise agreed in writing. Fee-only: Fees are charged on a fixed annual fee basis for ongoing financial planning services, billed quarterly in arrears, generally ranging from $6,000 to $28,000 annually.
Main office
Dexter MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Belle Eve Financial · Present Value, LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)