Firm
SGH Wealth Management
Lathrup Village, Michigan
Fee-only
SGH Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 12 employees and 423 individual clients, 213 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 427 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Lathrup Village, Michigan |
|---|---|
| Website | sghwm.com |
| Phone | (248) 731-0029 |
SGH Wealth Management fees
SGH Wealth Management 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 |
|---|---|
| Assets managed | $562 million |
| Individual clients | 210 |
| High-net-worth clients | 213 |
| Accounts managed | 427 |
| Employees | 12 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-113388) |
| Financial planning | Offered |
| Form ADV filed | February 1, 2026 |
| SEC record | CRD 284067 |