Vitale Wealth Management fees and pricing

Financial planner in Metamora, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 30, 2026, Vitale Wealth Management charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Services are offered based on an hourly fee of $200 per hour.”

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

“Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“All orders executed outside of a Window shall cost $3.95 per security per trade that shall be billed directly to the Client’s account.”

Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 396
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $117,011,741
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284112
Website: youtube.com/@americanretirementadvisors1355 (opens in new tab)
Phone: (855) 756-5700

Is something on this page wrong or out of date?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.