Boardwalk Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,000

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000.00 - $3,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid quarterly, in arrears, at the rate of $200.00 - $2,500.00 per quarter.”

Quarterly fee

$200⁠-⁠$2,500/qtr

From the same sentence as above.

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

How Boardwalk Wealth Management bills

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

• “No increase in the annual fee shall be effective without agreement from the Client by signing a new agreement or amendment to their current advisory agreement. 7 Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Boardwalk Wealth Management’s fees compare

• Its flat or project fee of $1,000-$3,000 is below the Michigan median of $3,250. 31% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 6 of the 10 other planners in Ann Arbor that publish a flat or project fee charge less.

About Boardwalk Wealth Management

• Principal: Fadi Issa
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

8

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$1,760,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310308

Website

Boardwalkwm.com (opens in new tab)

Phone

(734) 476-0320

Other planners in Ann Arbor that publish fees

• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Arbor Trust Wealth Advisors, LLCAnn Arbor$200⁠-⁠$400/hr, $2,500⁠-⁠$5,000
• Coriander Financial Group LLCAnn Arbor$300/hr
• Darden Wealth GroupAnn Arbor$400/hr, $1,500⁠-⁠$25,000/qtr
• Geddi Capital LLCAnn Arbor$3⁠-⁠$50/mo
• Grand Street Wealth Management, LLCAnn Arbor$200/hr

Compare all 21 planners in Ann Arbor