Michael Wunsch
Advisor at WealthDevs
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Michael Wunsch is a financial advisor at WealthDevs in Santa Cruz, CA, holding a Series 65 designation with five years of industry experience. Prior to joining WealthDevs in 2019, he worked at TrueCar from 2012 to 2018. WealthDevs provides investment management, comprehensive financial planning, and personal tax return preparation to individual and high-net-worth clients. The firm employs a passive investment approach with portfolios of index mutual funds and ETFs, complemented by fundamental and cyclical analysis for asset allocation and security selection, and integrates tax planning directly into its advisory services.
Expertise
Based on WealthDevs
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Financial Planning fixed fees range from $499 to $10,000
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
$250.00 per hour for hourly financial planning
Fee-only: Initiate Wealth: $2,500 upfront fee plus $833 per month ongoing fee; Accelerate Wealth: tiered annual advisory fee plus $2,500 upfront fee; Financial Planning fixed fee: $499 to $10,000; Hourly Financial Planning: $250/hour; Personal Tax Return Preparation fees based on complexity
Location
Santa Cruz, CA
Most active in
Michael W has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
WealthDevs
2019 - Present (7 years)
Unemployed
2018 - 2019 (1 year)
TrueCar
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Rebecca C
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East Rock Financial Services, LLC
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