Anomaly Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides financial planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and small businesses, and it offers periodic educational workshops on personal finance and investing. It also facilitates implementation through recommended custodians and sub‑advisors and reported no client reportable assets under management as of the brochure date.
Investment recommendations are based on fundamental analysis and an implementation philosophy grounded in Modern Portfolio Theory, favoring diversified, tax‑efficient, low‑cost vehicles with periodic rebalancing and a long‑term buy‑and‑hold orientation. Portfolios may be managed on a discretionary or non‑discretionary basis, and accounts and plans are reviewed at least quarterly or upon material changes in a client’s situation.
The firm’s principal holds both insurance and real estate licenses and discloses offering insurance and real estate advice as part of its services, a combination that is uncommon for firms in this category. It uses a mix of fee arrangements that include hourly planning rates, fixed planning fees, and a monthly retainer (subscription‑style) for ongoing services, and it regularly selects and recommends third‑party sub‑advisers (including potential affiliates of a recommended custodian), which the firm discloses and reviews for conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees for multi-component planning engagements ranging from $1,500 to $5,000, with deposits and installment options
$50,000 - $299,999: 3.00% annually $300,000 - $999,999: 1.50% annually $1,000,000 - $5,499,999: 1.00% annually $5,500,000 - $9,999,999: 0.75% annually $10,000,000+: 0.65% annually
$225 per hour, billed in 15-minute increments, with a 50% deposit required before engagement
Fee-only: Hourly financial planning fees at $225/hour, fixed planning fees from $1,500 to $5,000, monthly retainer fees from $150 to $500 per month
Main office location
Anomaly Advisors
7439 Middlebelt #2
West Bloomfield MI 48322, United States
Number of offices
1
Most active in
Anomaly Advisors has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
-
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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