Affinity Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The notice of termination requirement and payment of fees for third-party investment advisers will depend on the specific third-party adviser selected. 6 Financial Planning Fees Hourly Fees The hourly fee for these services is $250.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Affinity Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of AWML's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Affinity Wealth Management, LLC’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Plymouth that publish an hourly rate charge less.

About Affinity Wealth Management, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.9% a year

Clients

190

Employees

4

Works with

Individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$74,836,463

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338239

Phone

(734) 404-6977

Can advise clients in 2 states: Florida, Michigan

Other planners in Plymouth that publish fees

• Autumn Financial Advisors, LLCPlymouth$300/hr, $1,500⁠-⁠$10,000
• Custom Wealth ManagementPlymouth$80⁠-⁠$120/hr, $1,500
• Ford Financial FitnessPlymouth$400/hr, $500
• Peak Wealth Management, LLCPlymouth$3,500⁠-⁠$10,000
• The Brock Group, LLCPlymouth$200/hr

Compare all 7 planners in Plymouth