Wealth Management Services, LLC fees and pricing
Financial planner in Bloomfield Hills, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2025, Wealth Management Services, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“After 5 business days; if the work has begun and a fee has been collected, you will be refunded the fee minus an hourly rate of $200 for each hour contributed to Financial Planning or Consultation services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Management Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will provide a billing statement and the fee is payable immediately upon delivery of services.”
- “We will provide a billing statement and the fee is payable immediately upon delivery of services.”
- “If no retainer is required, the balance will be due upon completion.”
How Wealth Management Services, LLC’s fees compare
- 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.
- 1 of the 7 other planners in Bloomfield Hills that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wealth Management Services, LLC
- Principal: David J. Petoskey
- Firm size: 3 employees.
- Credentials named in the brochure: CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 3
- Services reported to regulators
- Financial planning and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131012
- Phone
- (248) 334-9600
Other planners in Bloomfield Hills that publish fees
- Cranbrook Wealth Management, LLCBloomfield Hills$10,000-$100,000/yr
- Emde Wealth Management LLCBloomfield Hills$500-$5,000
- Forsythia FinancialBloomfield Hills$350/hr
- Gainplan LLCBloomfield Hills$400/hr, $15,000
- Integrated Capital ManagementBloomfield Hills$250/hr, $1,000-$5,000
- KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr
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.