Golden Goose Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$3,000

“The fixed fee can range between $500 and $3,000, depending on complexity and the needs of the client.”

Monthly fee

$325/mo

“Golden Goose Wealth Planning has a minimum annual fee of $4,000; however, the Adviser may waive the minimum at its discretion. 9 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $325 per month.”

Annual fee

$4,000/yr

“Our minimum annual fee is $4,000.”

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

How Golden Goose Wealth Planning bills

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

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Golden Goose Wealth Planning’s fees compare

• Its flat or project fee of $500-$3,000 is below the Michigan median of $3,250. 28% of the 137 other Michigan planners that publish a flat or project fee charge less.
• Its annual fee of $4,000 is below the Michigan median of $6,000. 27% of the 37 other Michigan planners that publish an annual fee charge less.

About Golden Goose Wealth Planning

• Principal: Anne Trexler
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

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

Highest asset based fee in brochure

1% a year

Minimum

$4,000 minimum fee (stated in brochure)

Clients

17

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$4,891,333

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311595

Website

ggwealthplanning.com (opens in new tab)

Phone

(616) 256-0216

Other planners in Ada that publish fees

• AdvosionAda$250⁠-⁠$4,000/mo
• Calder Financial GroupAda$250/hr
• Upbeat FinancialAda$300/hr, $1,800
• 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

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