# Fadi Issa

> Fadi Issa is a fee-only financial advisor at Boardwalk Wealth Management in Ann Arbor, Michigan. Fadi charges a percentage of assets and an ongoing planning fee (ongoing planning from $800 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/fadi-issa/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Boardwalk Wealth Management
- **Based in:** Ann Arbor, Michigan
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $800 a year; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.8M across 8 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6773747 (https://adviserinfo.sec.gov/individual/summary/6773747)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.boardwalkwm.com

## Frequently asked questions

### Is Fadi Issa a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Fadi holds no broker registration, and Boardwalk Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Fadi charge for financial advice?

Fadi charges a percentage of assets and an ongoing planning fee.

### How much does Fadi charge?

According to Boardwalk Wealth Management's website, checked October 30, 2026: ongoing planning from $800 a year; 1% a year on the first tier of assets managed.

### Does Fadi work with clients virtually?

Yes. Boardwalk Wealth Management says on its website that it works with clients remotely.

### Where is Fadi Issa based?

Fadi Issa is based in Ann Arbor, Michigan.

### What does Fadi specialize in?

Fadi's specialties include retirement planning and small business owners. Fadi works with retirees and pre-retirees.

### Is Fadi Issa registered with the SEC?

Yes. Fadi Issa is registered as an investment adviser representative in MI (CRD 6773747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boardwalk Wealth Management manage?

Boardwalk Wealth Management reports $1.8M across 8 accounts in assets under management.

### How do I contact Fadi Issa?

Through Fadi's website, www.boardwalkwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6773747): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://boardwalkwm.com/): specialties, clients served, and fees, checked October 30, 2026

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