Wealth Management Partners LLC fees and pricing
Financial planner in Cedar, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Wealth Management Partners LLC charges a monthly fee of $25-$417 and a quarterly fee of $75-$1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $25-$417/mo
“After services have has been completed and presented to you, termination of is no longer an option. eMoney Charges for the service, which are not negotiable, are based upon level of service, ranging from $75 to $1250 per quarter, or $25 to $417 per month.”
- Quarterly fee
- $75-$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 Wealth Management Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee charged by each TPM will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “For terminations after the initial five business days, the TPM will be entitled to a pro-rata fee for the days service was provided in the final quarter.”
- “The fees are payable upon presentation of Wealth Management Partners' invoice.”
How Wealth Management Partners LLC’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wealth Management Partners LLC
“At Wealth Management Partners, our objective is to help you invest your assets with a goal of meeting your investment objectives and financial needs. Portfolio Management Wealth Management Partners provides investment advice based on your individual needs.”
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 260
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and other services
- Assets managed
- $64,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133467
- Phone
- (517) 655-6200
Other planners in Michigan that publish fees
- 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
- Advisory Advocates LLCGrand Rapids$250-$1,500
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.