# Asad Gourani

> Asad Gourani is a fee-only financial advisor at AG Wealth Management, PLLC in Ypsilanti, Michigan, who holds the CFP and EA credentials. AG Wealth Management, PLLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/asad-gourani/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** AG Wealth Management, PLLC
- **Based in:** Ypsilanti, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $15.5M across 71 accounts
- **Credentials:** CFP, EA
- **CRD:** 6867822 (https://adviserinfo.sec.gov/individual/summary/6867822)
- **SEC registration:** Investment adviser representative in CA, MI, NY
- **Exams passed:** Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Asad Gourani a fee-only financial advisor?

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

### How does Asad Gourani charge for financial advice?

Asad's firm, AG Wealth Management, PLLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Asad Gourani based?

Asad Gourani is based in Ypsilanti, Michigan.

### What credentials does Asad Gourani hold?

Asad Gourani holds the CFP and EA credentials.

### Is Asad Gourani registered with the SEC?

Yes. Asad Gourani is registered as an investment adviser representative in CA, MI and NY (CRD 6867822), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does AG Wealth Management, PLLC manage?

AG Wealth Management, PLLC reports $15.5M across 71 accounts in assets under management.

### How do I contact Asad Gourani?

Contact details aren't on file yet. Search for AG Wealth Management, PLLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/asad-gourani-10426): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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