Firm
Boardwalk Wealth Management
Ann Arbor, Michigan
Fee-only
Boardwalk Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 8 individual clients, 2 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 8 accounts).
- Its ongoing planning fee starts at $800 a year, below 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 | Ann Arbor, Michigan |
|---|---|
| Website | boardwalkwm.com |
| Phone | (734) 476-0320 |
Boardwalk Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $800 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"an ongoing fee that is paid quarterly, in arrears, at the rate of $200 - $2,500 per quarter" source
"$0 - $2,000,000 1.00%" source
"$0 - $2,000,000 1.00%" source
"Our standard advisory fee is based on the market value of the assets under management" 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 · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 6 |
| High-net-worth clients | 2 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 310308 |