Grand Wealth Management, LLC fees
Financial planner in Grand Rapids, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 25, 2026, Grand Wealth Management, LLC (Grand Rapids, MI) charges up to $500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Michigan median is $250.
“Fees for financial planning and consulting are calculated at a maximum hourly rate of $500, depending upon the complexity, nature of services or expertise required.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 12 employees
- Registered since
- 2004 (22 years)
How Grand Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated for deposits and withdrawals within the calendar quarter or where services are initiated at any time other than the beginning of a calendar quarter.”
- “Fees or project balances for financial planning and consulting are due and payable upon delivery of the services.”
- “In such cases, we will promptly return a pro-rata refund of any unearned advisory fees.”
About Grand Wealth Management, LLC
“Grand Wealth Management, LLC (also referred to as “we” and “our”) is an independent investment advisory and financial planning firm that serves select individuals, families and institutions.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 147
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $598 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 25, 2026
- CRD number
- 132137 (opens in new tab)
- Phone
- (616) 451-4228
Registered or notice filed in 3 states: Florida, Michigan, Texas
Other planners in Grand Rapids that publish fees
- Noble Street Wealth ManagementGrand RapidsHourly $150/hr, Flat $150-$25,000
- Synergy Wealth Management, LLCGrand RapidsHourly $250/hr, Flat $500-$10,000
- Financial Advisory CorporationGrand RapidsHourly up to $500/hr
- Kroon & Mitchell Asset Management LLCGrand RapidsHourly $150-$300/hr
- Hundred Financial PlanningGrand RapidsFlat $1,500-$10,000, Monthly $400-$1,667/mo
- NPF Investment AdvisorsGrand RapidsHourly $250-$500/hr
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.