AG Wealth Management, PLLC

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Client assets under management

$13,779,707

Clients

56% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$765,539

About

AG Wealth Management serves individual and high‑net‑worth clients as well as retirement plans and corporate clients, offering investment management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm provides both ongoing portfolio management and discrete financial planning engagements, including newly offered hourly planning options.

Portfolios are constructed to client‑specific investment policy statements and guided by asset allocation, with analysis drawing on fundamental, technical, cyclical, and charting techniques; the firm generally manages accounts on a discretionary basis with regular quarterly reviews. AG Wealth also incorporates third‑party advisers for specialized solutions (for example, direct‑indexing providers) and documents ERISA fiduciary roles when serving plan sponsors.

Distinctive features include an affiliated accounting/tax business that provides tax‑preparation services to clients at no additional charge and a principal who also serves as a contracted planner for another advisory firm, creating formal ties to other advisers. Compared with many peers, the firm’s client mix and small roster of advisory relationships (two advisors and under twenty clients) support more hands‑on, customized planning and the firm discloses procedures to address potential conflicts arising from its accounting affiliation and external advisory relationships.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning General estate planning guidance

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$300 per hour, billed in 15-minute increments.

Other

Account minimum: $250,000 Minimum fee: Quarterly minimum fee for new clients is $1,750. Fee-only: Comprehensive Financial Planning: upfront $2,000 plus ongoing quarterly fees ranging from $1,750 to $10,000 depending on complexity. Fees offset by AUM advisory fees.

Main office location

AG Wealth Management, PLLC

Ypsilanti MI, United States

Number of offices

Most active in

California · Michigan · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Instagram Website (734)747-0049

Advisors at this firm

Leslie R

CFP®

Irvine, CA

AG Wealth Management, PLLC

Leslie Rea is a CFP® professional at AG Wealth Management, PLLC with two years of industry experience. Prior to joining AG Wealth Management, Leslie worked at The Next Level Planning Group and The Bahnsen Group. Leslie also provides tax preparation and consulting services through AG Tax Advisors. AG Wealth Management serves individual clients, including high-net-worth and non-HNW households, as well as pension and corporate clients for retirement-plan advisory work. The firm offers discretionary portfolio management, comprehensive and hourly financial planning, and retirement plan consulting with tailored investment policies based on client objectives and multiple analytical approaches.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning General estate planning guidance

Asad G

CFP®, EA

Ypsilanti, MI

AG Wealth Management, PLLC

Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management. Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ. Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals. Read Asad's Blog here: https://www.agwealthm.com/blog/

Business ownership considerations Tax strategies for small businesses Attorney Dentist Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

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