Straight Path Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The advisor may charge up to the specified amount: $500 per hour.”

Flat or project fee

$750⁠-⁠$1,000

“These fees will generally range from $750-$1,000 per estate plan.”

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

How Straight Path Wealth Management bills

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

• “Most clients pay an annual percentage fee for Investment Management and Supervisory Services charged in arrears based upon the average daily account balance of the account at the end of the previous billing period.”
• “The client must consent in advance to direct debiting of their investment account(s) for the payment of fees.”
• “The fee is invoiced to the client or can be deducted from the client’s account with written authorization from the client.”

How Straight Path Wealth Management’s fees compare

• Its hourly rate of $500 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$1,000 is below the Michigan median of $3,250. 14% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Straight Path Wealth Management

• Firm size: 12 employees.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

897

Employees

12

Works with

Individuals, high net worth individuals, charities, insurance companies, and businesses

Services reported to regulators

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

Assets managed

$472,452,040

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148897

Website

straightpathwealth.com (opens in new tab)

Phone

(616) 288-3670

Can advise clients in 8 states: California, Florida, Georgia, Illinois, Michigan, Nebraska, South Carolina, Texas

Other planners in Jenison that publish fees

• Socrates Financial PlanningJenison$200/hr, $1,000⁠-⁠$10,000
• 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

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