Firm
Ametrine Wealth
Lake Orion, Michigan
Fee-only
Ametrine Wealth at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 16 individual clients, 3 of them high net worth.
- Its average account is about $258,000 (assets it manages divided by its 61 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Michigan median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Lake Orion, Michigan |
|---|---|
| Website | ametrinewealth.com |
| Phone | (248) 368-0060 |
Ametrine Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| One-time plan | From $2,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"The minimum fee for this service is $1,250 per quarter." source
"The cost of this service ranges from $2,000 to $10,000 based on the complexity of your financial situation." source
"Fees are assessed on a quarterly basis in arrears based on a percentage of assets under management." source
"The minimum fee for this service is $1,250 per quarter." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 13 |
| High-net-worth clients | 3 |
| Accounts managed | 61 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 327672 |