Wolverine Wealth Advisory Services Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$41,500/yr

“If we charge you on a flat fee basis, the minimum annual fee is $41,500 per year billed quarterly in advance.”

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

How Wolverine Wealth Advisory Services Inc. bills

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

• “The annual fee is charged quarterly, in arrears, Part 2 of Form ADV - Brochure 3 Wolverine Wealth Advisory Services, Inc. based upon the market value of the assets on the last day of the previous quarter.”
• “The notice will also advise you that you have Part 2 of Form ADV - Brochure 4 Wolverine Wealth Advisory Services, Inc. an opportunity to object to the invoiced amount and how to do so.”
• “If we bill you directly, our fees are due within 30 days of the date of each invoice and may be paid via credit card or by check.”

How Wolverine Wealth Advisory Services Inc.’s fees compare

• Its annual fee of $41,500 is above the Michigan median of $6,000. 97% of the 37 other Michigan planners that publish an annual fee charge less.
• 6 of the 7 other planners in Bloomfield Hills that publish an annual fee charge less.

About Wolverine Wealth Advisory Services Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$41,500 minimum fee (stated in brochure)

Clients

65

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$140,898,085

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146564

Phone

(248) 220-2202

Other planners in Bloomfield Hills that publish fees

• Cranbrook Wealth Management, LLCBloomfield Hills$10,000⁠-⁠$100,000/yr
• Emde Wealth Management LLCBloomfield Hills$500⁠-⁠$5,000
• Forsythia FinancialBloomfield Hills$350/hr
• Gainplan LLCBloomfield Hills$400/hr, $15,000
• Integrated Capital ManagementBloomfield Hills$250/hr, $1,000⁠-⁠$5,000
• KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr

Compare all 16 planners in Bloomfield Hills