Wealth for You Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“FINANCIAL CONSULTING Consulting services are provided at an hourly rate that ranges between $100 to $500.”

Flat or project fee

$1,000⁠-⁠$10,000

“COMPREHENSIVE AND ONGOING FINANCIAL PLANNING Comprehensive financial planning services are offered on fixed fee basis that ranges from $1,000 to $10,000.”

Monthly fee

$100⁠-⁠$1,000/mo

“We charge a fixed monthly fee that ranges from $100 to $1,000.”

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

How Wealth for You Financial, LLC bills

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

• “The fixed fee is negotiable and will vary depending on the nature and complexity of your individual circumstances and the number of areas covered by the written financial plan through our software program.”
• “The agreed upon fee is charged at the end of each month, in arrears.”
• “The fees and services are negotiable at the time of renewal.”

How Wealth for You Financial, LLC’s fees compare

• Its hourly rate of $100-$500 spans the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Michigan median of $3,250. 70% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Wealth for You Financial, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• 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

Clients

292

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$64,961,547

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305627

Phone

(810) 695-7510

Can advise clients in 3 states: Michigan, North Carolina, South Carolina

Other planners in Grand Blanc that publish fees

• Mainstay Capital Management, LLCGrand Blanc$187/qtr
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

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