Firm
Wolverine Wealth Advisory Services
Bloomfield Hills, Michigan
Fee-only
Wolverine Wealth Advisory Services 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 65 individual clients, 31 of them high net worth.
- Its average account is about $655,000 (assets it manages divided by its 215 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bloomfield Hills, Michigan |
|---|---|
| Phone | (248) 220-2202 |
Wolverine Wealth Advisory Services fees
Wolverine Wealth Advisory Services 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 | $141 million |
| Individual clients | 34 |
| High-net-worth clients | 31 |
| Accounts managed | 215 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132406) |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 146564 |