Fadi Issa
Boardwalk Wealth Management · Ann Arbor, Michigan
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $1.8M across 8 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6773747 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.boardwalkwm.com |
| Profile |
How Fadi's firm compares
- Ongoing planning starts at $800 a year, below the Michigan median of $3,000 for fee-only firms that publish prices.
- Boardwalk Wealth Management's average account is about $220,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Fadi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Boardwalk Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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