Firm
Wealthy Intentions
Sterling Heights, Michigan
Fee-only
Wealthy Intentions 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 2 employees and 7 individual clients.
- Its average account is about $59,000 (assets it manages divided by its 31 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Sterling Heights, Michigan |
|---|---|
| Phone | (248) 773-3300 |
Wealthy Intentions fees
Wealthy Intentions 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 | $2 million |
| Individual clients | 7 |
| Accounts managed | 31 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 21, 2026 |
| SEC record | CRD 310994 |