GK Private Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GK Private Wealth Partners is a fee-only independent registered investment adviser managing roughly $17 million for about 44 clients. The firm provides discretionary investment management, ongoing and project-based financial planning, and retirement plan consulting for individuals (including high-net-worth clients) and employer-sponsored plans.
The firm develops individualized investment policies and asset-allocation targets and implements portfolios using a mix of stocks, bonds, mutual funds, and ETFs, sometimes employing third‑party outside managers; accounts are reviewed periodically and the adviser generally has discretionary trading authority. Financial planning covers a broad range of topics — cash flow, retirement projections, estate considerations, insurance, and tax-related issues — and the firm coordinates with outside professionals when appropriate.
Notably, the firm offers retirement plan consulting to plan sponsors — including investment policy development, fee analysis, vendor searches, and participant education — and acts in a fiduciary capacity for plan clients under ERISA, a service less common among peers of similar size. The firm’s principal holds CFP® and AICPA Personal Financial Specialist credentials and maintains ongoing accounting practice experience, a combination that informs its plan consulting and tax-aware planning work.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning range from $1,000 to $6,000; ongoing financial planning fixed fees range from $100 to $500 per month.
$300 per hour for project-based financial planning.
Ongoing financial planning charged monthly in arrears between $100 and $500 per month.
Fee-only: Fees are negotiable; no specific flat rate stated.
Main office
5600 New King Drive, Suite 300
Troy MI 48098
Advisors at this office
1
Most active in
Florida · Michigan
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:
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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.
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