Asad Gourani
AG Wealth Management, PLLC · Ypsilanti, Michigan
Asad Gourani is a fee-only financial advisor at AG Wealth Management, PLLC in Ypsilanti, Michigan, who holds the CFP and EA credentials.
- $15M
- Firm assets managed
- $218,000
- Firm's average account
- 2017
- First securities exam
How does Asad's firm compare?
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AG Wealth Management, PLLC's average account is about $218,000, from its Form ADV (assets managed divided by 71 accounts).
Questions about Asad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | AG Wealth Management, PLLC |
|---|---|
| Based in | Ypsilanti, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.5M across 71 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, MI, NY · CRD 6867822 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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