Independent Wealth Management, LLC fees
Financial planner in Traverse City, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 21, 2026, Independent Wealth Management, LLC (Traverse City, MI) charges $175-$350 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change.
- Hourly rate
- $175-
$350/hr Runs from below the Michigan median of $250 to above it.
“Certified Financial Planner: $175 - $350 per hour The total blended per hour fee that will be charged for a Financial Planning Engagement will be specific in the Client Agreement executed before any services are provided.”
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
- Brochure mentions virtual meetings
- Yes
- Team size
- 3 employees
How Independent Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “There are no pro-rata fees for accounts opened mid-quarter.”
- “Accounts opened mid-quarter are not billed until the beginning of the next full quarter.”
- “However, you can request fees be billed directly to you.”
About Independent Wealth Management, LLC
“We offer personalized investment advisory services in the form of financial planning and asset management. We also offer our Wealth Management Program, which combine both planning and management aspects.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 176
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $203 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of May 21, 2026
- CRD number
- 124242 (opens in new tab)
- Phone
- (231) 929-1086
Registered or notice filed in 3 states: Florida, Michigan, Texas
Other planners in Traverse City that publish fees
- 46 and 2 Investment Advisors, LLCTraverse CityHourly $200/hr
- Front Street Wealth ManagementTraverse CityFlat $2,500-$17,500
- Old Mission Investment Company, LLCTraverse CityHourly $150-$275/hr, Flat $500-$10,000
- TreMonte Financial ConsultantsTraverse CityHourly up to $500/hr, Flat $600-$20,000
- Ark Advisors, LLCTraverse CityFlat $2,000, Quarterly $1,000-$3,000/qtr 2025 brochure
More planners in Michigan that publish fees
- Full Bloom FinancialNorthvilleAnnual $5,000-$12,000/yr
- ValueFirst Planning LLCShelby TownshipFlat $1,250
- Black Diamond Investment Group, Inc.KalamazooHourly $150/hr
- Horton Financial Planning LLCFarmington HillsHourly $200/hr
- MSDR Partners, LLCGrand HavenHourly up to $500/hr, Flat $1,500-$5,000
- Kidd Financial Planning, LLC.LivoniaHourly $250-$500/hr, Flat $2,000-$5,000
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.