Deller Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$10,000

“The fixed fee can range between $250 $10,000 depending on the scope of the engagement and needs of the client.”

Monthly fee

$500/mo

“Clients with less than $480,000 in assets under management will be billed monthly, on or around the first of each month, at a rate of $500 per month.”

Annual fee

$6,000/yr

“Wealth Management Services are offered starting at $6,000 per year and the fee is negotiable at the discretion of the advisor.”

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

How Deller Wealth Management LLC bills

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

• “Fees for advising on held-away accounts are also paid in advance on either a monthly or quarterly basis.”
• “The fee is negotiable at our discretion.”
• “If a fixed fee program is chosen, the client will be billed monthly, in advance, for the duration of the engagement.”

How Deller Wealth Management LLC’s fees compare

• Its flat or project fee of $250-$10,000 spans the Michigan median of $3,250. 66% of the 137 other Michigan planners that publish a flat or project fee charge less.
• Its annual fee of $6,000 matches the Michigan median of $6,000. 49% of the 37 other Michigan planners that publish an annual fee charge less.

About Deller Wealth Management LLC

• Principal: David Deller
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

1.25% a year

Clients

79

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$21,877,408

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297975

Website

dellerwealthmanagement.com (opens in new tab)

Phone

(248) 565-3777

Other planners in Royal Oak that publish fees

• Bernard Wealth Management Corp.Royal Oak$300/hr, $2,500
• Royal Oak Financial Advisors, LLCRoyal Oak$50⁠-⁠$200/qtr
• Thrive Retirement SpecialistsRoyal Oak$3,000/qtr
• 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

Compare all 6 planners in Royal Oak