Thatcher Wealth Management fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 18, 2026, Thatcher Wealth Management charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“TWM charges clients a flat fee, not to exceed $3,000, for estate planning guidance services delivered through the Wealth.com platform.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thatcher Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “TWM bills portfolio management fees on a graduated tiered schedule.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Existing client relationships may be subject to legacy fee schedules that differ from the schedule above; any client whose fee schedule is changing will be notified in writing in advance.”
How Thatcher Wealth Management’s fees compare
- Its flat or project fee of $3,000 is below the Michigan median of $3,250. 45% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 2 of the 9 other planners in Grand Rapids that publish a flat or project fee charge less.
About Thatcher Wealth Management
- Firm size: 6 employees.
- Registered as an adviser: 2026.
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
- 1.65% a year
- Employees
- 6
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340188
- Phone
- (616) 287-2343
Other planners in Grand Rapids that publish fees
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
- Blue Water Asset ManagementGrand Rapids$165-$275/hr, $500-$5,000
- Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200-$50,000/yr
- Financial Advisory CorporationGrand Rapids$19,000/yr
- Hill Island Financial LLCGrand Rapids$1,500-$15,000, $375-$1,000/mo
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.