Ram Legacy Wealth Management fees and pricing
Financial planner in Highland, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 9, 2026, Ram Legacy Wealth Management charges $350 an hour and a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Hourly fee services are offered based on an hourly fee of $350 per hour.”
- Flat or project fee
- $1,500
“7 Fixed fee services are offered based on a fixed fee to never exceed $1,500 depending on the complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ram Legacy Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the average daily balance of the account(s) during the period.”
- “Clients may elect to be billed directly or have fees deducted from Plan Assets.”
- “Fees for financial plans are billed upon completion of the plan.”
How Ram Legacy Wealth Management’s fees compare
- Its hourly rate of $350 is above the Michigan median of $250. 78% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500 is below the Michigan median of $3,250. 21% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Ram Legacy Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.85% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343608
- Phone
- (248) 714-5102
Other planners in Highland that publish fees
- Lakepoint Wealth PartnersHighland$150-$350/hr, $1,000-$15,000
- 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
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.