Firm
Rosenberg Wealth Advisors
Birmingham, Michigan
Fee-only
Rosenberg Wealth Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 5 employees and 156 individual clients, 83 of them high net worth.
- Its average account is about $518,000 (assets it manages divided by its 446 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Birmingham, Michigan |
|---|---|
| Website | rwealthadvisors.com |
| [email protected] | |
| Phone | (248) 325-5500 |
Rosenberg Wealth Advisors fees
Rosenberg Wealth Advisors 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 | $231 million |
| Individual clients | 73 |
| High-net-worth clients | 83 |
| Accounts managed | 446 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-135563) |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 340471 |