Firm
Whale Shark Financial
Ann Arbor, Michigan
Fee-only
Whale Shark Financial at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its average account is about $134,000 (assets it manages divided by its 55 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ann Arbor, Michigan |
|---|---|
| Website | whalesharkfinancial.com |
| Phone | (734) 772-1761 |
Whale Shark Financial fees
Whale Shark Financial 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 | $7 million |
| Individual clients | 11 |
| High-net-worth clients | 3 |
| Accounts managed | 55 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 289002 |