Wealth & Wellness Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,223,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
218
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
218
Average account size
$299,188
About
The firm provides investment advisory and planning services to individuals (primarily high‑net‑worth clients), trusts, estates, charitable organizations and retirement plans, offering portfolio management, financial planning, second‑opinion reviews and fiduciary services. According to its Form ADV, the firm manages client assets on both discretionary and non‑discretionary bases and reports approximately $63 million in discretionary assets and about $2.2 million in non‑discretionary assets as of the brochure date.
Investment advice is delivered with a tailored portfolio management approach that emphasizes diversification, asset allocation, Modern Portfolio Theory and fundamental analysis, and the firm accepts both discretionary and directed relationships. The brochure notes the firm typically charges percentage‑of‑assets fees but also offers flat‑fee planning and one‑time flat fee reviews for second‑opinion engagements, and it works with custodians that provide institutional services and research support.
Notable distinctions include the firm’s stated client focus on high‑net‑worth individuals and its absence of lower‑net‑worth retail individual clients, a segmentation that is less common among peers in this category. The firm also discloses that it may serve as a trustee or guardian in fiduciary capacities and, when doing so, follows formal custody safeguards and reporting practices (including compliance with state audit requirements and written standing transfer instructions) that go beyond typical advisory arrangements.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Integrated annual flat fee available for new client relationships covering planning, management and advisory services; Financial planning fixed minimum fee $1,000; Second Opinion Service minimum flat fee $500; Fiduciary Service may charge initial flat fee
$0.00 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,000+: Negotiable
$300 per hour for financial planning consulting services
Minimum fee: Minimum annual fee of $1,500 applies to Fiduciary Service accounts Fee-only: Financial planning fees: minimum $1,000 fixed fee; hourly rate $300/hour with minimum $500 per engagement; Second Opinion Service minimum flat fee $500; Fiduciary Service additional 0.10% plus flat and annual fees
Main office location
Wealth & Wellness Group, LLC
690 Hope St., Suite B
Brighton MI 48116, United States
Number of offices
1
Most active in
Wealth & Wellness Group, LLC has reported serving >5 clients in these states in the last 12 months.
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 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
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