Andrew Musbach
MD Wealth Management · Chelsea, Michigan
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.
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Specialties
Who they serve
- Physicians
- Pre-retirees
Facts
| Firm | MD Wealth Management |
|---|---|
| Based in | Chelsea, Michigan |
| Fee model | Ongoing planning fee |
| Assets under management | $109.9M across 394 accounts |
| Credentials | CFP · CFA · MBA |
| SEC registration | Investment adviser representative in MI, TX · CRD 6378110 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mdwmllc.com |
| Profile |
How Andrew's firm compares
- MD Wealth Management's average account is about $279,000, from its Form ADV (assets managed divided by 394 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- MD Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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