Rochester Wealth Strategies
Rochester, Michigan
Rochester Wealth Strategies 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 5 employees and 140 individual clients, 80 of them high net worth.
- Its average account is about $426,000 (assets it manages divided by its 478 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Rochester, Michigan |
|---|---|
| [email protected] | |
| Phone | (248) 434-6500 |
Questions about Rochester Wealth Strategies
How is Rochester Wealth Strategies paid?
Rochester Wealth Strategies's Form ADV says it is paid by: percentage of assets.
How many advisors does Rochester Wealth Strategies have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Rochester Wealth Strategies.
What is the average account at Rochester Wealth Strategies?
Rochester Wealth Strategies's average account is about $426,000. That's the assets on its Form ADV divided by its 478 accounts.
Rochester Wealth Strategies fees
Rochester Wealth Strategies 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 |
|---|---|
| Assets managed | $204 million |
| Individual clients | 60 |
| High-net-worth clients | 80 |
| Accounts managed | 478 |
| Employees | 5 |
| Registered with | The SEC (801-131112) |
| Form ADV filed | August 20, 2026 |
| SEC record | CRD 299150 |