Custom Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$80⁠-⁠$120/hr

“The hourly rate would be stated in your executed Financial Planning Agreement and will range from $80-$120/hour.”

Flat or project fee

$1,500

“Fixed fees start at $1,500 and may be more depending on the complexity of the engagement.”

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

How Custom Wealth Management bills

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

• “If services commenced in the middle of the billing period, then the prorated fee for that billing period and any fees due to the Firm will be deducted from the Client’s account.”
• “Fees are billed as defined in the Client Investment Advisory Agreement.”
• “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and billed to your account.”

How Custom Wealth Management’s fees compare

• Its hourly rate of $80-$120 is below the Michigan median of $250. 2% of the 170 other Michigan planners that publish an hourly rate charge less.
• None of the 4 other planners in Plymouth that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Michigan median of $3,250. 21% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Plymouth that publish a flat or project fee charge less.

About Custom Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• 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

Clients

504

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$200,976,793

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

340956

Website

custom-wm.com (opens in new tab)

Phone

(734) 844-3400

Other planners in Plymouth that publish fees

• Affinity Wealth Management, LLCPlymouth$250/hr
• Autumn Financial Advisors, LLCPlymouth$300/hr, $1,500⁠-⁠$10,000
• Ford Financial FitnessPlymouth$400/hr, $500
• Peak Wealth Management, LLCPlymouth$3,500⁠-⁠$10,000
• The Brock Group, LLCPlymouth$200/hr

Compare all 7 planners in Plymouth