Front Street Wealth Management fees and pricing
Financial planner in Traverse City, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Front Street Wealth Management charges a flat or project fee of $2,500-$17,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$17,500
“Depending on the level of complexity or financial planning needs, the typical cost for a limited-scope planning project is approximately $2,500 and the typical cost for a comprehensive planning project ranges between $7,500 and $17,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Front Street Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our ongoing wealth management fees are billed quarterly, in advance.”
How Front Street Wealth Management’s fees compare
- Its flat or project fee of $2,500-$17,500 spans the Michigan median of $3,250. 88% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Traverse City that publish a flat or project fee charge less.
About Front Street Wealth Management
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 68
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $97,244,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125219
- Phone
- (231) 947-3775
Other planners in Traverse City that publish fees
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- Ark Advisors, LLCTraverse City$2,000, $1,000-$3,000/qtr
- Black Walnut Wealth ManagementTraverse City$7,500/yr
- Falconer GroupTraverse City$250
- Old Mission Investment Company, LLCTraverse City$150-$275/hr, $500-$10,000
- Tremonte Financial ConsultantsTraverse City$500/hr, $600-$20,000
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.