Fee-only adviser · Bloomfield Hills, MI
Flexible Plan Investments Ltd
Flexible Plan Investments Ltd is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bloomfield Hills, Michigan. On its latest Form ADV, filed September 30, 2026, it reports $1.5B in regulatory assets under management, 9,060 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 110762 · SEC file 801-21073 |
| Office | 3883 Telegraph RD Ste 100 Bloomfield Hills, MI 48302 |
| Phone | (800) 347-3539 |
| Website | flexibleplan.com |
| Regulatory assets under management | $1.5B |
| Individual clients | 8,323 non-high-net-worth, 737 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 68 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bloomfield Hills
- Diversified Portfolios, Inc. $1.9B
- Greystone Financial Group, LLC $495M
- Bone Asset Management $53M
- Sculati Wealth Management, LLC $381M
- Northern Financial Advisors, Inc $684M
- Cranbrook Wealth Management, LLC $907M
See all 23 fee-only advisers in Bloomfield Hills →
Nearby
- Birmingham 10 firms
- Troy 21 firms
- Bingham Farms 2 firms
- Clawson 1 firm
- Rochester Hills 2 firms
- Lathrup Village 1 firm
- Southfield 6 firms
- Auburn Hills 3 firms
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