# Michael Wunsch

> Michael Wunsch is a fee-only financial advisor at WealthDevs in Santa Cruz, California. Michael charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $499) and focuses on tax planning, estate & legacy planning and equity compensation.

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

## Facts

- **Firm:** WealthDevs
- **Based in:** Santa Cruz, California
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; one-time plans from $499; $250 an hour; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $22.9M across 93 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Equity compensation
- **CRD:** 7299432 (https://adviserinfo.sec.gov/individual/summary/7299432)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wealthdevs.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and WealthDevs 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 charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Michael charge?

According to WealthDevs's website, checked October 30, 2026: ongoing planning from $10,000 a year; one-time plans from $499; $250 an hour; 1% a year on the first tier of assets managed.

### Where is Michael Wunsch based?

Michael Wunsch is based in Santa Cruz, California.

### What does Michael specialize in?

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

### Is Michael Wunsch registered with the SEC?

Yes. Michael Wunsch is registered as an investment adviser representative in CA and TX (CRD 7299432), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WealthDevs manage?

WealthDevs reports $22.9M across 93 accounts in assets under management.

### How do I contact Michael Wunsch?

Through Michael's website, www.wealthdevs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7299432): 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://wealthdevs.com/): specialties, clients served, and fees, checked October 30, 2026

---

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