Wealth Personal fees and pricing

Financial planner in Elk Rapids, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 14, 2026, Wealth Personal charges a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $2,500; “Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING Wealth Personal charges a fixed fee of no more than $2,500 based on complexity and unique client needs for financial planning.”

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

“Client will pay nothing to start, with the balance payable after ninety (90) days.”
“Fixed financial planning fees are paid upon delivery of the plan.”

Its flat or project fee of $2,500 is below the Michigan median of $3,250. 36% of the 137 other Michigan planners that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 168
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $19,888,829
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 144800
Website: wealthpersonal.com (opens in new tab)
Phone: (231) 264-9591

Is something on this page wrong or out of date?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