Global Wealth Advisors LLC fees and pricing
Financial planner in Troy, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Global Wealth Advisors LLC charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“GWA’s fee ranges from $150 to $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Global Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due quarterly in arrears and may be billed to the client or deducted from the managed account with the client’s written authorization.”
- “Payment for this service is made by check payable to “Global Wealth Advisors LLC”.”
- “Fees are based upon a percentage of a plan’s total assets and are due in arrears either monthly or quarterly depending on the outside retirement plan service provider.”
How Global Wealth Advisors LLC’s fees compare
- Its hourly rate of $150-$250 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
- 1 of the 13 other planners in Troy that publish an hourly rate charge less.
About Global Wealth Advisors LLC
“The firm offers professional fee-based Asset Management Services, Financial Planning Services, and Retirement Plan Services, which are tailored to the needs of its clients. When engaged to provide Retirement Plan Services, GWA’s actual services and level of authority will vary depending on the scope of the engagement.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Charitable giving
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
- 74
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $102,026,988
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 139101
- Phone
- (248) 457-4555
Other planners in Troy that publish fees
- Arbor Wealth Advisors LLCTroy$300/hr
- Association Financial Services, LLCTroy$200/hr
- Baron Wealth Management, LLCTroy$250/hr
- Bridgewise Wealth ManagementTroy$300/hr, $4,995
- City Center Advisors, LLCTroy$500/hr
- FirstmetricTroy$495/mo
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.