Innermost Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.​ ​Project-Based Financial Planning​ I​WM​​charges​​either​​a​​fixed​​or​​hourly​​fee​​for​​Project-Based​​Financial​​Planning.​​Fixed​​fee​​rates​​range​​between​ ​$2,500 - $25,000.”

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

How Innermost Wealth Management, LLC’s fees compare

• Its flat or project fee of $2,500-$25,000 spans the Michigan median of $3,250. 94% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 9 of the 9 other planners in Troy that publish a flat or project fee charge less.

About Innermost Wealth Management, LLC

• Principal: Kimberly Houston
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333719

Website

innermostwealth.com (opens in new tab)

Phone

(248) 270-2877

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

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