Ashlee deSteiger
Gunder Wealth Management · Birmingham, Michigan
Ashlee deSteiger is a fee-only financial advisor at Gunder Wealth Management in Birmingham, Michigan, who holds the CFA, CFP and CPA/PFS credentials. Ashlee focuses on sustainable & impact investing. Gunder Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Gunder Wealth Management |
|---|---|
| Based in | Birmingham, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $139.0M across 585 accounts |
| Credentials | CFA · CFP · CPA/PFS · CPA |
| SEC registration | Investment adviser representative in IL, MI, TX · CRD 5926327 |
| Exams passed | Series 63 (2016) · Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | gunderwealth.com |
| Profile |
How Ashlee's firm compares
- Gunder Wealth Management's average account is about $238,000, from its Form ADV (assets managed divided by 585 accounts).
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Questions about Ashlee
Is Ashlee deSteiger a fee-only financial advisor?
Yes. Ashlee deSteiger is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Ashlee's firm.
How does Ashlee charge for financial advice?
Ashlee's firm, Gunder Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Ashlee charge?
According to Gunder Wealth Management's website, checked October 28, 2026: no asset minimum.
Where is Ashlee deSteiger based?
Ashlee deSteiger is based in Birmingham, Michigan.
What does Ashlee specialize in?
Ashlee's specialties include sustainable & impact investing.
What credentials does Ashlee deSteiger hold?
Ashlee deSteiger holds the CFA, CFP, CPA/PFS and CPA credentials.
Is Ashlee deSteiger registered with the SEC?
Yes. Ashlee deSteiger is registered as an investment adviser representative in IL, MI and TX (CRD 5926327), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Gunder Wealth Management manage?
Gunder Wealth Management reports $139.0M across 585 accounts in assets under management.
How do I contact Ashlee deSteiger?
Through Ashlee's website, gunderwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Gunder 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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