Wendt Financial Advisors, LLC fees and pricing
Financial planner in Battle Creek, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Wendt Financial Advisors, LLC charges $350 an hour and a flat or project fee of $3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The hourly rate for Financial Planning services is $350 per hour.”
- Flat or project fee
- $3,500
“The minimum project fee for drafting a comprehensive Financial Plan is $3,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wendt Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Fee Schedule Investment management fees are calculated and billed quarterly in advance.”
- “For the first billing period, fees are prorated based on the day your account is opened.”
- “Fees may be negotiable under some circumstances such as the scope or complexity of the services requested and other factors.”
How Wendt Financial Advisors, LLC’s fees compare
- Its hourly rate of $350 is above the Michigan median of $250. 78% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $3,500 is above the Michigan median of $3,250. 52% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Wendt Financial Advisors, LLC
“We provide continuous and discretionary investment management and comprehensive financial planning services for individuals and couples seeking guidance in their retirement savings efforts.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Clients
- 40
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $87,675,295
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308918
- Phone
- (269) 832-0073
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.