# Andrew Musbach

> Andrew Musbach is a fee-only financial advisor at MD Wealth Management in Chelsea, Michigan, who holds the CFP, CFA and MBA credentials. Andrew charges an ongoing planning fee and focuses on physicians & residents, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/andrew-musbach/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** MD Wealth Management
- **Based in:** Chelsea, Michigan
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $109.9M across 394 accounts
- **Credentials:** CFP, CFA, MBA
- **Specialties:** Physicians & residents, Tax planning, Estate & legacy planning
- **Works with:** Physicians, Pre-retirees
- **CRD:** 6378110 (https://adviserinfo.sec.gov/individual/summary/6378110)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://mdwmllc.com

## Frequently asked questions

### Is Andrew Musbach a fee-only financial advisor?

Yes. Andrew Musbach is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.

### How does Andrew charge for financial advice?

Andrew charges an ongoing planning fee.

### Where is Andrew Musbach based?

Andrew Musbach is based in Chelsea, Michigan.

### What does Andrew specialize in?

Andrew's specialties include physicians & residents, tax planning and estate & legacy planning. Andrew works with physicians and pre-retirees.

### What credentials does Andrew Musbach hold?

Andrew Musbach holds the CFP, CFA and MBA credentials.

### Is Andrew Musbach registered with the SEC?

Yes. Andrew Musbach is registered as an investment adviser representative in MI and TX (CRD 6378110), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does MD Wealth Management manage?

MD Wealth Management reports $109.9M across 394 accounts in assets under management.

### How do I contact Andrew Musbach?

Through Andrew's website, mdwmllc.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/andrew-musbach-11064): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://mdwmllc.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.