Firm
Waterford Financial Management
Fair Haven, Michigan
Fee-only
Waterford Financial Management 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 1 employee and 47 individual clients, 8 of them high net worth.
- Its average account is about $334,000 (assets it manages divided by its 132 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Fair Haven, Michigan |
|---|---|
| Website | waterford-financial.com |
| Phone | (810) 354-2055 |
Waterford Financial Management fees
Waterford Financial 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 | $44 million |
| Individual clients | 39 |
| High-net-worth clients | 8 |
| Accounts managed | 132 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 143810 |