Fee-OnlyFinder

Institute of Trade Management

Hourly fees in Farmington Hills, MI

State registeredNo commissions reported

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Public-record details

Address
32781 Middlebelt Road, Suite B, Farmington Hills, MI 48334
Phone
(248) 539-5405
Listed under
Hourly fees
Legal name
David Kubicek, L.L.C,
CRD number
123977
Registration
State registered: MI
Compensation (Form ADV 5.E)
Hourly charges; Other (Annual Fees and Per Project Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Clients reported (Form ADV 5.D)
Fewer than 5
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-25

State registered (MI) investment adviser, CRD 123977, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Farmington Hills

Afs Wealth Management, LLC22029 Farmington Rd · Farmington Hills, MI 48336 · (248) 888-7530 · % of assets managedCRD 287832 · % of assets · $118.0 million AUMSEC registeredNo commissions reportedArmor Wealth Strategies, LLC33228 West 12 Mile Rd., #131 · Farmington Hills, MI 48334 · (947) 275-8018 · Financial planningCRD 330730 · % of assets, Fixed fees · $15.0 million AUMState registeredNo commissions reportedArrow Financial Group31800 Northwestern Highway, Suite 300 · Farmington Hills, MI 48334 · (248) 918-4900 · Financial planningCRD 119423 · % of assets, Hourly charges, Fixed fees · $22.0 million AUMState registeredNo commissions reportedBloom Advisors31275 Northwestern Hwy, Suite 145 · Farmington Hills, MI 48334 · (248) 932-5200 · % of assets managedCRD 106152 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedBlue Chip Partners, LLC38505 Country Club Drive, Suite 150 · Farmington Hills, MI 48331 · (248) 848-1111 · Financial planningCRD 132437 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedFai Advisors, INC.27500 Drake Rd., Suite 110 · Farmington Hills, MI 48331 · (248) 482-3600 · Financial planningCRD 122132 · % of assets, Fixed fees · $302.0 million AUMSEC registeredNo commissions reportedGreenway Financial, LLC31731 Northwestern Highway, Suite 156w · Farmington Hills, MI 48334 · (248) 851-2727 · Financial planningCRD 288864 · % of assets, Fixed fees · $151.4 million AUMSEC registeredNo commissions reportedThe Enterprise Investment Company30301 Northwestern Highway, Suite 200 · Farmington Hills, MI 48334 · (248) 539-8282 · Financial planningCRD 116889 · % of assets, Hourly charges · $607.1 million AUMSEC registeredNo commissions reported

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