Boardwalk Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,760,000
Clients
8
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$220,000
About
Boardwalk Wealth Management provides investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm reports about $1.76 million in discretionary assets under management across a small client base and also offers employee benefit plan services for plan sponsors.
The firm’s investment process emphasizes passive portfolio construction using index mutual funds and ETFs for asset‑class exposure, while also incorporating fundamental, technical, charting, and cyclical analysis and the occasional use of sub‑advisers. Accounts are managed on a discretionary basis with quarterly reviews, and clients can engage in ongoing comprehensive financial planning through a fixed quarterly arrangement that includes written deliverables and annual plan updates.
What is distinctive about the firm is its provision of pension consulting and ongoing employee benefit plan services—an offering that is relatively uncommon among independent advisers of this size. The firm operates with a compact advisory model, discloses its custodial arrangements (including participation in a Charles Schwab institutional program), and does not accept custody of client assets except for withdrawing agreed fees.
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 ownership considerations
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Upfront charge of $1,000 - $3,000 for onboarding and planning; quarterly ongoing fee of $200 - $2,500 for ongoing comprehensive financial planning
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Quarterly fees ranging from $200 to $2,500 for ongoing comprehensive financial planning
Main office location
Boardwalk Wealth Management
341 E Huron St, Suite #3
Ann Arbor MI 48104, United States
Number of offices
1
Most active in
Boardwalk Wealth Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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