# Michael Rudy

> Michael Rudy is a fee-only financial advisor at Wolakota Advisors in Ypsilanti, Michigan, who holds the CFP credential. Michael focuses on tax planning, estate & legacy planning and retirement planning. Wolakota Advisors reports charging hourly fees on its Form ADV.

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

## Facts

- **Firm:** Wolakota Advisors
- **Based in:** Ypsilanti, Michigan
- **Fee model (firm's Form ADV):** Hourly
- **Assets under management (firm):** $8.5M across 28 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 1062872 (https://adviserinfo.sec.gov/individual/summary/1062872)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (1982)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://wolakotaadvisors.com

## Frequently asked questions

### Is Michael Rudy a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael's firm, Wolakota Advisors, reports charging hourly fees on its SEC Form ADV.

### Where is Michael Rudy based?

Michael Rudy is based in Ypsilanti, Michigan.

### What does Michael specialize in?

Michael's specialties include tax planning, estate & legacy planning and retirement planning.

### What credentials does Michael Rudy hold?

Michael Rudy holds the CFP credential.

### Is Michael Rudy registered with the SEC?

Yes. Michael Rudy is registered as an investment adviser representative in MI (CRD 1062872), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wolakota Advisors manage?

Wolakota Advisors reports $8.5M across 28 accounts in assets under management.

### How do I contact Michael Rudy?

Through Michael's website, wolakotaadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1062872): 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://www.wolakotaadvisors.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.