Boardwalk Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
341 E Huron St, Suite #3
Ann Arbor MI 48104
Advisors at this office
1
Most active in
Michigan
Also doing business as
Boardwalk Wealth Management · Boardwalk Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)