Innermost Wealth Management, LLC 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.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Troy, Michigan |
|---|---|
| [email protected] | |
| Phone | (248) 270-2877 |
Questions about Innermost Wealth Management, LLC
How is Innermost Wealth Management, LLC paid?
Innermost Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Innermost Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Innermost Wealth Management, LLC.
Innermost Wealth Management, LLC fees
Innermost Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 333719 |