Firm
Deller Wealth Management
Royal Oak, Michigan
Fee-only
Deller Wealth Management 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 79 individual clients, 20 of them high net worth.
- Its average account is about $137,000 (assets it manages divided by its 160 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Michigan median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Royal Oak, Michigan |
|---|---|
| Website | dellerwealthmanagement.com |
| [email protected] | |
| Phone | (248) 565-3777 |
Deller Wealth Management 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 $3,000 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"The minimum fee for this service is $3,000 annually." source
"$0 – $500,000 1.25%" source
"our standard advisory fee is based on the market value of the assets under management" source
"Clients with less than $240,000 in assets under management will be billed monthly at a rate of $250 per month" 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 | $22 million |
| Individual clients | 59 |
| High-net-worth clients | 20 |
| Accounts managed | 160 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 297975 |