Wealthy Intentions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$500

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid quarterly, in advance, at the rate of $500 per quarter.”

Quarterly fee

$500/qtr

From the same sentence as above.

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

How Wealthy Intentions bills

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

• “The fees below are considered negotiable based on suitability for the client at the discretion of the advisor.”
• “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
• “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”

How Wealthy Intentions’ fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Michigan median of $3,250. 7% of the 137 other Michigan planners that publish a flat or project fee charge less.
• None of the 2 other planners in Sterling Heights that publish a flat or project fee charge less.

About Wealthy Intentions

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 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

1% a year

Clients

7

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,830,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310994

Phone

(248) 773-3300

Other planners in Sterling Heights that publish fees

• Mangotree Capital, LLCSterling Heights$300/hr, $3,000
• Smart Money Financial Advisors, LLCSterling Heights$750⁠-⁠$3,000
• 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

Compare all 6 planners in Sterling Heights