Verdura Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$500

“The flat fee will be billed either $500 in advance at the time of engagement with an additional $2,000 in arrears after six months and $2,500 semi-annually in arrears thereafter or $1,250 quarterly in advance.”

Quarterly fee

$1,250/qtr

From the same sentence as above.

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

How Verdura Wealth Management, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Accounts on Altruist LLC’s Model Marketplace are billed monthly in arrears based on the market value of the assets in the Account on the last day of the previous month.”

How Verdura Wealth Management, LLC’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• None of the 3 other planners in Novi that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Michigan median of $3,250. 7% of the 137 other Michigan planners that publish a flat or project fee charge less.
• None of the 2 other planners in Novi that publish a flat or project fee charge less.

About Verdura Wealth Management, LLC

• Principal: Jeffrey Guy
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

36

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$10,777,346

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326847

Phone

(248) 519-1311

Other planners in Novi that publish fees

• Alliance Advisors Wealth Management LLCNovi$250/hr
• C2 Private WealthNovi$75⁠-⁠$500/hr, $3,000⁠-⁠$250,000
• Heal Financial LLCNovi$300/hr
• Pathworks Financial, Inc.Novi$795⁠-⁠$2,500

Compare all 8 planners in Novi