Wittenberg Investments Inc. fees and pricing

Financial planner in Troy, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 25, 2026, Wittenberg Investments Inc. charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Depending on the breadth, depth, and complexity of financial services requested by the client, WII may require the client to sign a separate financial planning engagement and pay additional fees at the rate of $500 per hour.”

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

“The specific advisory fees are set forth in your investment advisory agreement and are payable quarterly in advance.”
“The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar quarter.”
“Adjustments for contributions to or withdrawals from a client’s portfolio of $5,000 or more are prorated for the quarter in which the change occurs.”

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.
11 of the 13 other planners in Troy that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 133
Employees: 4
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $89,345,621
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 297615
Website: wittenberginvestments.com (opens in new tab)
Phone: (248) 202-4470

Can advise clients in 2 states: Florida, Michigan

Is something on this page wrong or out of date?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