Clear Ridge Wealth Management, LLC fees and pricing

Published fees

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

Hourly rate

$200⁠-⁠$500/hr

“On an hourly basis, ranging from $200 to $500 per hour depending on the nature and complexity of each client’s circumstances.”

Flat or project fee

$1,500⁠-⁠$5,000

“As a fixed fee, typically ranging from $1,500 - $5,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client.”

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

How Clear Ridge Wealth Management, LLC bills

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

• “Investment Management and Employee Benefit Plan clients will be invoiced in advance at the beginning of each calendar quarter based upon the value of the client’s account at the end of the previous quarter.”
• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “Upon termination of an agreement, CRWM will calculate the number of days left in a quarter and provide a refund to the client of those pre-paid, unearned fees from the date of termination.”

How Clear Ridge Wealth Management, LLC’s fees compare

• Its hourly rate of $200-$500 spans the Michigan median of $250. 78% of the 170 other Michigan planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Kalamazoo that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Michigan median of $3,250. 49% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Clear Ridge Wealth Management, LLC

• Firm size: 4 employees.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate 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

0.9% a year

Clients

131

Employees

4

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$244,630,166

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

172689

Website

linkedin.com/company/clear-ridge-wealth-management (opens in new tab)

Phone

(269) 381-1700

Can advise clients in 3 states: Florida, Michigan, Texas

Other planners in Kalamazoo that publish fees

• Black Diamond Investment Group,inc.Kalamazoo$150/hr
• Breakwater CapitalKalamazoo$100⁠-⁠$250/hr, $5,000/yr
• CWS Financial Advisors LLCKalamazoo$250/hr, $250⁠-⁠$7,500
• Gasaway Investment Advisors, Inc.Kalamazoo$250/hr

Compare all 7 planners in Kalamazoo