SGH Wealth Management fees and pricing
Financial planner in Lathrup Village, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 1, 2026, SGH Wealth Management charges $225 an hour and a flat or project fee of $300-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“We assess an hourly rate of $225 an hour for financial planning services with a minimum of two hours per engagement.”
- Flat or project fee
- $300-$1,000
“The fixed fees range between $300 and $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How SGH Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fixed fee rate is negotiable and collected upon engagement.”
- “In any event, clients will not be charged more than $1,200.00 for work done 6 months in advance.”
- “One half of the estimated total hourly fee is due upon engagement with the remainder due upon delivery of the financial plan or consulting service.”
How SGH Wealth Management’s fees compare
- Its hourly rate of $225 is below the Michigan median of $250. 34% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $300-$1,000 is below the Michigan median of $3,250. 11% of the 137 other Michigan planners that publish a flat or project fee charge less.
About SGH Wealth Management
“We offer discretionary investment management services and financial planning services. We offer clients limited financial planning services to evaluate their financial situations, goals, including risk tolerance, and time horizon, upon request.”
- Firm size: 12 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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% a year
- Clients
- 423
- Employees
- 12
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $561,760,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284067
- Phone
- (248) 731-0029
Can advise clients in 9 states: California, Florida, Illinois, Michigan, Ohio, Oregon, Tennessee, Texas, Wisconsin
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.