W
Wealth Management Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,000,000
Clients
260
7% 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
260
Very HighAverage account size
$246,154
About
Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing investment advice, financial planning, financial coaching, business consulting, and 401(k) plan analysis and employee education. The firm delivers written financial plans and coaching programs and helps clients implement recommendations, but clients are under no obligation to follow the firm’s advice.
The firm typically recommends and places client assets with unaffiliated third‑party portfolio managers rather than managing portfolios directly, and reports that its assets are managed on a non‑discretionary basis. It acts as a liaison to those managers, monitors their performance, reviews accounts at least quarterly, and discloses receipt of referral fees from third‑party managers.
Noteworthy for an independent adviser, the firm has affiliated insurance activities and its advisers are licensed to sell insurance products, earning commissions and operating a separate insurance agency alongside advisory services. The firm also emphasizes pension/401(k) consulting and employee education, generally does not take custody or exercise investment discretion, and typically does not rely on percentage‑of‑AUM billing.
Client services
Financial planning
Pension consulting
Selection of other advisers
Business consulting, financial coaching
Expertise
Wealth management
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Financial planning fees as flat fees: $2,000 or $795 depending on scope.
Some investment adviser representatives sell insurance products and earn commissions; commissions are earned on sale of insurance products.
If financial planning agreement is terminated after initial 5 days and before plan presentation, client compensates on hourly basis at rate agreed in financial planning agreement.
eMoney service fees billed monthly or quarterly from $25 to $417 per month or $75 to $1,250 per quarter.
Fee-only: Financial planning fees: $2,000 one-time for multiple core areas; $795 one-time for one core area; fees may be negotiable. Financial coaching fees not specifically stated. eMoney service fees range from $75 to $1,250 per quarter or $25 to $417 per month, non-negotiable. Business consulting fees negotiated case-by-case.
Main office location
Wealth Management Partners LLC
Cedar MI, United States
Number of offices
2
Most active in
Wealth Management Partners LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Michigan · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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