Baron Wealth Management, LLC fees and pricing

Financial planner in Troy, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 20, 2026, Baron Wealth Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

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

“All fees and the 12 Advisor’s cancellation policy (as well as refund policy, if applicable) will be clearly noted in the offering document or invitation. 4.”
“Invoices may be sent directly to the Client and payment may be made to the Advisor directly or may be remitted via an authorized debit to the Client’s custodial account. 2.”
“Consultation Services are invoiced directly.”

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.
4 of the 13 other planners in Troy that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 144
Employees: 6
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services
Assets managed: $846,778,426
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 153117
Website: x.com/baronwealth (opens in new tab)
Phone: (248) 251-0161

Can advise clients in 4 states: Florida, Michigan, Ohio, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.