Front Street 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 2 employees and 68 individual clients, 30 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 68 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Traverse City, Michigan |
|---|---|
| Website | frontstreet.com |
| Phone | (231) 947-3775 |
Questions about Front Street Wealth Management
How is Front Street Wealth Management paid?
Front Street Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Front Street Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Front Street Wealth Management.
What is the average account at Front Street Wealth Management?
Front Street Wealth Management's average account is about $1.4 million. That's the assets on its Form ADV divided by its 68 accounts.
Is Front Street Wealth Management accepting new clients?
Yes, according to Front Street Wealth Management's website, checked October 28, 2026.
Front Street Wealth Management fees
Front Street Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $97 million |
| Individual clients | 38 |
| High-net-worth clients | 30 |
| Accounts managed | 68 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-64544) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 125219 |