Firm
Vertrix Wealth Management
Troy, Michigan
Fee-only
Vertrix Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFA.
- Its Form ADV reports 12 employees and 281 individual clients, 103 of them high net worth.
- Its average account is about $519,000 (assets it manages divided by its 661 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Troy, Michigan |
|---|---|
| Website | vertrixwm.com |
| [email protected] | |
| Phone | (248) 602-0555 |
Vertrix Wealth Management fees
Vertrix 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 · Fixed fees |
|---|---|
| Assets managed | $343 million |
| Individual clients | 178 |
| High-net-worth clients | 103 |
| Accounts managed | 661 |
| Employees | 12 |
| Planning clients | 0 |
| Registered with | The SEC (801-134983) |
| Financial planning | Offered |
| Form ADV filed | April 29, 2026 |
| SEC record | CRD 339547 |