Gunder Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$125,427,280
Clients
105
Advisors
2
of 2 employees
About
Gunder Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plan sponsors, providing investment management, comprehensive and one‑time financial planning, and retirement plan consulting. The firm offers ongoing portfolio supervision and planning services delivered through discretionary or non‑discretionary arrangements and also provides limited employee benefit plan advisory services.
The firm’s investment process is grounded in modern portfolio theory and strategic asset allocation, blending passive and active vehicles and, where appropriate, allocating to third‑party independent managers. Portfolios may include alternatives, fee‑based annuity contract oversight, socially responsible ETFs, and — when suitable for a client’s objectives and risk tolerance — exposure to digital assets; Gunder Wealth regularly monitors independent managers to keep allocations aligned with client objectives.
Gunder Wealth is SEC‑registered and, as a two‑advisor firm managing roughly $139 million for about 105 clients, has a higher asset base per advisor than many peers in the supported category. It accepts client compensation only (no commissions), explicitly discloses that a firm principal holds an insurance license but does not receive commissions on client sales, and recently revised its fee arrangements for very large accounts — features that may be less common among similar‑sized advisers.
Client services
Expertise
Fee options
One-Time Financial Plan fixed fee ranges from $5,000 to $9,000; Financial Planning Fixed Fee ranges from $3,500 to $6,300 annually
$0 - $749,999: 1.00% $750,000 - $999,999: 0.90% $1,000,000 - $1,499,999: 0.85% $1,500,000 - $2,499,999: 0.80% $2,500,000 - $3,499,999: 0.70% $3,500,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$400 per hour with a two-hour minimum
Account minimum: $750,000 minimum investment management fee of $7,500 Minimum fee: Minimum investment management fee of $7,500 Fee-only: Fixed quarterly fee of $1,875 per quarter for clients with fewer than $750,000 in assets; fixed quarterly fee of $6,250 per quarter ($25,000 annually) for clients with more than $5,000,000 in assets; Financial Planning Fixed Fee ranges from $3,500 to $6,300 annually; One-Time Financial Plan fixed fee ranges from $5,000 to $9,000; Hourly Financial Planning at $400 per hour with a two-hour minimum.
Main office
Birmingham MI
Advisors at this office
2
Most active in
Illinois · Michigan · Texas
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.
Quick links
Advisors at this firm
Ashlee D
CFP®, CFA®, CPA
Birmingham, MI
Gunder Wealth Management, LLC
When I was 5 years old, I started going to work with my dad at one of his 7 diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. He usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute of it! Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke, along with my mom & dad’s entrepreneurial spirit, shaped who I am today. Whether it was graduating college as a double major with honors in 3 years, or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.
Joseph D
CFP®, Series 63, Series 66
Birmingham, MI
Gunder Wealth Management, LLC
Joseph Desteiger is a CFP® professional with 13 years of experience currently advising at Gunder Wealth Management, LLC. He previously worked at McFawn Financial Services Group and Raymond James Financial Services Advisors. Gunder Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm uses a modern portfolio theory approach that combines passive and active investments, including alternative assets and socially responsible ETFs, with ongoing portfolio supervision tailored to client objectives.
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