Kaizen Wealth Management, LLC fees and pricing

Financial planner in Shelby Township, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 16, 2026, Kaizen Wealth Management, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Method of Compensation and Fee Schedule FINANCIAL PLANNING and CONSULTING KWM charges an hourly fee of $150 for financial planning.”

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

“Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
“The payments are received in two installments: half at the commencement of the planning process with the balance and final payment due upon delivery of completed plan.”
“Client may cancel within seven (7) days of signing Agreement for a full refund.”

Its hourly rate of $150 is below the Michigan median of $250. 6% of the 170 other Michigan planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 2
Services reported to regulators: Financial planning and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 285678
Website: kaizenfinancialinc.com (opens in new tab)
Phone: (586) 752-7008

Can advise clients in 2 states: Florida, Michigan

Is something on this page wrong or out of date?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.