Henrickson Nauta Wealth Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“In addition, HNWA offers financial planning or consulting services at an hourly rate ranging from $100 to $300 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

Flat or project fee

$500⁠-⁠$25,000

“Financial Planning and Consulting Services HNWA offers financial planning or consulting services on a fixed fee basis ranging from $500 to $25,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

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

How Henrickson Nauta Wealth Advisors, Inc. bills

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

• “Investment Management Services Investment advisory fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Investment management fees are prorated for deposits and withdrawals of $50,000 or more throughout the quarter and are reflected in the next quarter’s fee.”

How Henrickson Nauta Wealth Advisors, Inc.’s fees compare

• Its hourly rate of $100-$300 spans the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$25,000 spans the Michigan median of $3,250. 93% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Henrickson Nauta Wealth Advisors, Inc.

• Firm size: 15 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Founded: 2000 (26 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

2.75% a year

Clients

527

Employees

15

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$998,490,721

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

141201

Website

hnwealthadvisors.com (opens in new tab)

Phone

(616) 361-9308

Can advise clients in 11 states: California, Colorado, Florida, Georgia, Illinois, Michigan, North Carolina, New Hampshire, New York, Ohio, Texas

Other planners in Michigan that publish fees

• 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
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

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