PlannerFees

Vertrix Wealth Management, LLC fees

Financial planner in Troy, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 29, 2026, Vertrix Wealth Management, LLC (Troy, MI) charges a flat or project fee from $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change.

Flat or project fee
From $2,000

Starts at $2,000; the Michigan median is $3,875.

“Our firm has a minimum plan fee of $2,000.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Team size
12 employees
Registered since
2025

How Vertrix Wealth Management, LLC bills

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

  • “The investment advisory fee in the first quarter of service is prorated from the effective date of the executed agreement to the end of the first quarter.”
  • “Fees and terms may be negotiable at the sole discretion of the Firm.”
  • “If agreed upon, and at our discretion, Clients may also choose to be invoiced and remit payment directly to Vertrix.”

About Vertrix Wealth Management, LLC

“We offer Clients comprehensive portfolio management on a discretionary and non-discretionary basis as well as Pension and Retirement Plan Consulting.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Kristie Guadiano

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Flat or fixed fees and a percentage of assets under management
Clients
281
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed
$343 million
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported on Form ADV as of April 29, 2026
CRD number
339547 (opens in new tab)
Website
vertrixwm.com (opens in new tab)
Phone
(248) 602-0555

Registered or notice filed in 6 states: California, Florida, Michigan, Ohio, Tennessee, Texas

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