Michael Rudy
Wolakota Advisors · Ypsilanti, Michigan
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.
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Specialties
Facts
| Firm | Wolakota Advisors |
|---|---|
| Based in | Ypsilanti, Michigan |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $8.5M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 1062872 |
| Exams passed | Series 63 (1982) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wolakotaadvisors.com |
How Michael's firm compares
- Wolakota Advisors's average account is about $305,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Michael
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.
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
- Wolakota Advisors 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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