Ametrine Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.00.”

Flat or project fee

$2,000⁠-⁠$10,000

“Fixed fee rates range from $2,000 to $10,000.”

Quarterly fee

$1,250/qtr

“The minimum quarterly fee is $1,250.”

Annual fee

$5,000/yr

“Fees are paid quarterly in arrears, at a rate of $5,000 per year.”

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

How Ametrine Wealth bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Ametrine Wealth’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-$10,000 spans the Michigan median of $3,250. 77% of the 137 other Michigan planners that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Michigan median of $6,000. 32% of the 37 other Michigan planners that publish an annual fee charge less.

About Ametrine Wealth

• Principal: Carla Adams
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

2% a year

Minimum

$1,250 minimum fee (stated in brochure)

Clients

16

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$15,746,351

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327672

Website

instagram.com/carlaadams_advisor (opens in new tab)

Phone

(248) 368-0060

Other planners in Michigan that publish fees

• 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
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

Compare all 406 planners in Michigan