Emde Wealth Management LLC fees and pricing
Financial planner in Bloomfield Hills, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Emde Wealth Management LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The fee for our comprehensive financial planning services ranges from $500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Emde Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is due upon delivery of the written financial plan.”
- “The management fee is calculated and billed on either a monthly or quarterly basis as negotiated with the client.”
- “The initial billing period’s management fee will be based on the initial account value and prorated for the number of days that management services were provided during that initial billing period.”
How Emde Wealth Management LLC’s fees compare
- Its flat or project fee of $500-$5,000 spans the Michigan median of $3,250. 40% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 3 of the 8 other planners in Bloomfield Hills that publish a flat or project fee charge less.
About Emde Wealth Management LLC
“We offer comprehensive financial planning services that include providing the client with a written financial plan.”
- Principal: Christopher Emde
- Firm size: 3 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 75
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $45,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284690
- Phone
- (248) 821-3633
Other planners in Bloomfield Hills that publish fees
- Cranbrook Wealth Management, LLCBloomfield Hills$10,000-$100,000/yr
- Forsythia FinancialBloomfield Hills$350/hr
- Gainplan LLCBloomfield Hills$400/hr, $15,000
- Integrated Capital ManagementBloomfield Hills$250/hr, $1,000-$5,000
- KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr
- Lifecycle Financial Planners Inc.Bloomfield Hills$5,500-$10,000, $10,000-$50,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.