Ag Wealth Management, PLLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We assess an hourly rate of $300 for all hourly engagements where the firm provides clients with an estimated number of hours and the applicable hourly rate in advance of commencing any planning work.”

Flat or project fee

$2,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $1,750-$10,000 per quarter depending on complexity.”

Quarterly fee

$1,750⁠-⁠$10,000/qtr

From the same sentence as above.

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

How Ag Wealth Management, PLLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Ag Wealth Management, PLLC’s fees compare

• Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Michigan median of $3,250. 31% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Ag Wealth Management, PLLC

• Principal: Ad Gourani
• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

18

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, other investment advisers, and businesses

Services reported to regulators

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

Assets managed

$15,471,494

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290273

Website

agwealthm.com (opens in new tab)

Phone

(734) 747-0049

Can advise clients in 3 states: California, Michigan, New York

Other planners in Ypsilanti that publish fees

• Wolakota Financial AdvisorsYpsilanti$2,500, $10,000/yr
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

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