Michael Wunsch
WealthDevs · Santa Cruz, California
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.
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Specialties
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 |
| Assets under management | $22.9M across 93 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7299432 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthdevs.com |
How Michael's firm compares
- Ongoing planning starts at $10,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $499, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- WealthDevs's average account is about $247,000, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Cruz
Other advisors in California who focus on tax planning
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
- WealthDevs 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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