Firm
MD Wealth Management
Chelsea, Michigan
Fee-only
MD Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 77 individual clients, 33 of them high net worth.
- Its average account is about $279,000 (assets it manages divided by its 394 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Chelsea, Michigan |
|---|---|
| Website | mdwmllc.com |
| [email protected] | |
| Phone | (734) 433-9600 |
MD Wealth Management fees
MD 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: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $110 million |
| Individual clients | 44 |
| High-net-worth clients | 33 |
| Accounts managed | 394 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-134946) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 297823 |