Braeburn Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“If Investment Management clients require additional consultation or financial planning services which are outside the scope of the Adviser’s Investment Management Services, the Adviser’s $200 hourly fee will apply.”

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

How Braeburn Wealth Management, LLC bills

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

• “Investment Management fees are payable quarterly and in advance.”
• “In such cases, the Adviser’s consultation fee will be invoiced in arrears.”
• “Invoices for hourly services are due upon receipt.”

How Braeburn Wealth Management, LLC’s fees compare

• Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.

About Braeburn Wealth Management, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2016 (10 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

2% a year

Clients

441

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and other services

Assets managed

$259,354,439

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158007

Website

braeburnwealth.com (opens in new tab)

Phone

(231) 720-0743

Can advise clients in 5 states: California, Florida, Louisiana, Michigan, Texas

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

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