MD Wealth Management, LLC fees and pricing
Financial planner in Chelsea, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, MD Wealth Management, LLC charges a quarterly fee of $1,875 and an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,875/qtr
“For clients with less than $750,000 in assets under management, investment management and financial planning services will be provided at a fixed fee of $7,500/year that is paid on quarterly basis at $1,875/quarter.”
- Annual fee
- $7,500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MD Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check or electronic funds transfer.”
How MD Wealth Management, LLC’s fees compare
- Its annual fee of $7,500 is above the Michigan median of $6,000. 59% of the 37 other Michigan planners that publish an annual fee charge less.
About MD Wealth Management, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 77
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $109,904,649
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297823
- Phone
- (734) 433-9600
Can advise clients in 5 states: Illinois, Michigan, New Hampshire, 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
Is something on this page wrong or out of date?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.