Tetra Wealth Management fees
Financial planner in Grosse Pointe Shores, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 28, 2026, Tetra Wealth Management (Grosse Pointe Shores, MI) charges a flat or project fee of $2,000, a monthly fee of $50, and a quarterly fee of $125 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 28, 2026. Fees can change.
- Flat or project fee
- $2,000
Below the Michigan median of $3,875; 19% of the 54 other planners in Michigan that publish a flat or project fee charge less.
“Credit toward management fees Every planning fee you have paid us for The Tetra Plan, the $2,000 and any renewals, counts toward the management fees billed in your first 12 months of investment management with us.”
- Monthly fee
- $50/mo
“It pays a flat fee of $500 a year or $50 a month instead, invoiced through our payment processor, Stripe, which covers planning, support and investment management.”
- Quarterly fee
- $125/qtr
“It is deducted from your account at $125 a quarter, or invoiced through Stripe if you ask.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Tetra Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The first fee on a new account is based on its value on the day we begin managing it, prorated for the days remaining in the quarter.”
- “If you would rather be invoiced and pay directly, tell us and we will arrange it.”
- “If you are unhappy with our management during your first quarter, tell us before it ends, and we refund the advisory fee you paid for that quarter.”
About Tetra Wealth Management
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 12
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 28, 2026
- CRD number
- 329050 (opens in new tab)
- Phone
- (313) 547-5773
More planners in Michigan that publish fees
- Silver Strand Financial PlanningBloomfield HillsHourly up to $400/hr, Flat $500-$3,000
- KRS Capital Management, LLCBloomfield HillsFlat from $5,000
- Deller Wealth Management LLCRoyal OakFlat $250-$10,000, Annual from $6,000/yr
- Cultivate Financial Wellness, LLCHowellHourly $350/hr, Flat $3,000-$20,000
- SGH Wealth ManagementLathrup VillageHourly $225/hr, Flat $300-$1,000
- Milieu Personal Finance LLCAnn ArborFlat $2,400-$4,800
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.