Whale Shark Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The negotiated hourly fee for these services is no more than $150.”

Flat or project fee

$150⁠-⁠$2,700

“The negotiated fixed rate for creating client financial plans is between $150 and $2,700.”

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

How Whale Shark Financial LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of WSF's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of WSF’s fees, within five business days of signing the Financial Planning Agreement.”

How Whale Shark Financial LLC’s fees compare

• Its hourly rate of $150 is below the Michigan median of $250. 6% of the 170 other Michigan planners that publish an hourly rate charge less.
• None of the 10 other planners in Ann Arbor that publish an hourly rate charge less.
• Its flat or project fee of $150-$2,700 is below the Michigan median of $3,250. 20% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 4 of the 10 other planners in Ann Arbor that publish a flat or project fee charge less.

About Whale Shark Financial LLC

• Registered as an adviser: 2017 (9 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

14

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$7,391,168

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289002

Website

whalesharkfinancial.com (opens in new tab)

Phone

(734) 772-1761

Other planners in Ann Arbor that publish fees

• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Arbor Trust Wealth Advisors, LLCAnn Arbor$200⁠-⁠$400/hr, $2,500⁠-⁠$5,000
• Boardwalk Wealth ManagementAnn Arbor$1,000⁠-⁠$3,000, $200⁠-⁠$2,500/qtr
• Coriander Financial Group LLCAnn Arbor$300/hr
• Darden Wealth GroupAnn Arbor$400/hr, $1,500⁠-⁠$25,000/qtr
• Geddi Capital LLCAnn Arbor$3⁠-⁠$50/mo

Compare all 21 planners in Ann Arbor