Firm
Wealth and Wellness Group
Brighton, Michigan
Fee-only
Wealth and Wellness Group at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 218 individual clients, 14 of them high net worth.
- Its average account is about $295,000 (assets it manages divided by its 221 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Brighton, Michigan |
|---|---|
| Website | wealthandwellnessgroup.com |
| Phone | (888) 267-1138 |
Wealth and Wellness Group fees
Wealth and Wellness Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | $65 million |
| Individual clients | 204 |
| High-net-worth clients | 14 |
| Accounts managed | 221 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 337631 |