Select Financial Services Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Select Financial Services Group, Inc. is a single-advisor independent firm that provides comprehensive financial planning to a range of clients, including retail and high‑net‑worth individuals as well as trusts, estates, charitable organizations and business entities. Its planning services cover areas such as budgeting and cash‑flow analysis, income‑tax and retirement planning, estate and business planning, investment analysis, education planning and risk analysis.
The firm’s work is planning‑focused: it develops written financial plans after an initial assessment, meets with clients to present the plan, and offers optional annual updates, charging fixed or hourly planning fees rather than a percentage‑of‑assets fee. Select uses fundamental and technical analysis and third‑party research to inform recommendations, but it does not manage client accounts, exercise trading discretion, or hold custody of client assets; implementation is typically handled through the advisor’s role with an affiliated broker–dealer/adviser.
Distinctive aspects disclosed in the brochure include a formal affiliation with Commonwealth Financial Network (an SEC‑registered adviser and broker–dealer) and operational reliance on that platform and its clearing firms for transaction execution and custody, which concentrates much of the advisor’s activity in securities implementation and creates disclosed conflicts of interest. Compared with most independent peers, the firm does not provide portfolio management for individuals or charge percentage‑of‑AUM advisory fees, and it maintains a very small, primarily planning‑centric client roster unless clients elect implementation through the affiliated channels.
Client services
Expertise
Fee options
Comprehensive financial plan fee of $2,000
Additional commissions and/or fees apply if client implements recommendations through Commonwealth Financial Network; includes asset management fees, commissions, 12b-1 fees, and internal mutual fund expenses.
$200.00 per hour
Minimum fee: Prepayment of fees will not exceed $500 per client, 6 months in advance. Fee-only: Comprehensive financial plan fee is $2,000; hourly rate is $200 per hour; fees are negotiable.
Main office
455 E. Eisenhower Parkway, Ste 210
Ann Arbor MI 48108
Advisors at this office
1
Most active in
Michigan
Also doing business as
Pia M. Bennett Dba Select Financial Services · Select Financial Services Group, Inc.
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
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