Wealthspan Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“FINANCIAL CONSULTING SERVICES Consulting services are offered at an hourly rate of $500.”

Flat or project fee

$1,000⁠-⁠$10,000

“COMPREHENSIVE PLANNING AND ONGOING SERVICES Comprehensive Planning Services are offered on a fixed fee basis that ranges from $1,000 to $10,000.”

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

How Wealthspan Investment Management, LLC bills

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

• “We will collect the agreed-upon fee upon delivery of the written financial plan.”
• “With our ongoing services, the fee will be collected at the end of each month, in arrears.”
• “The fee is negotiable and may be waived at our discretion.”

How Wealthspan Investment Management, LLC’s fees compare

• Its hourly rate of $500 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
• 7 of the 9 other planners in Grand Rapids 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.
• 5 of the 9 other planners in Grand Rapids that publish a flat or project fee charge less.

About Wealthspan Investment Management, LLC

• Firm size: 5 employees.
• Founded: 2020 (6 years).

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

Highest asset based fee in brochure

0.6% a year

Clients

326

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$93,058,700

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309553

Website

wealthspanim.com (opens in new tab)

Phone

(616) 655-1696

Can advise clients in 5 states: Florida, Illinois, Michigan, South Carolina, Texas

Other planners in Grand Rapids that publish fees

• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500
• Blue Water Asset ManagementGrand Rapids$165⁠-⁠$275/hr, $500⁠-⁠$5,000
• Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200⁠-⁠$50,000/yr
• Financial Advisory CorporationGrand Rapids$19,000/yr
• Hill Island Financial LLCGrand Rapids$1,500⁠-⁠$15,000, $375⁠-⁠$1,000/mo

Compare all 28 planners in Grand Rapids