Trent DeBruin
MD Wealth Management · Chelsea, Michigan
Trent DeBruin is a fee-only financial advisor at MD Wealth Management in Chelsea, Michigan, who holds the CFA, CFP and MBA credentials.
- $110M
- Firm assets managed
- $279,000
- Firm's average account
What Trent focuses on
Who Trent works with
- Physicians
- Pre-retirees
How does Trent's firm compare?
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MD Wealth Management's average account is about $279,000, from its Form ADV (assets managed divided by 394 accounts).
Questions about Trent
Is Trent DeBruin a fee-only financial advisor?
Yes. Trent DeBruin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trent's firm.
How does Trent DeBruin charge for financial advice?
Trent DeBruin charges an ongoing planning fee.
Where is Trent DeBruin based?
Trent DeBruin is based in Chelsea, Michigan.
What does Trent DeBruin specialize in?
Trent DeBruin's specialties include physicians & residents, tax planning and estate & legacy planning. Trent works with physicians and pre-retirees.
What credentials does Trent DeBruin hold?
Trent DeBruin holds the CFA, CFP and MBA credentials.
Is Trent DeBruin registered with the SEC?
Yes. Trent DeBruin is registered as an investment adviser representative in MI and TX (CRD 6980635), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does MD Wealth Management manage?
MD Wealth Management reports $109.9M across 394 accounts in assets under management.
How do I contact Trent DeBruin?
Through Trent DeBruin's website, mdwmllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | MD Wealth Management |
|---|---|
| Based in | Chelsea, Michigan |
| Fee model | Ongoing planning fee |
| Assets under management | $109.9M across 394 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in MI, TX · CRD 6980635 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mdwmllc.com |
| Profile |
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Other fee-only advisors in Michigan
Other advisors in Michigan who focus on physicians & residents
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- MD Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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