Wealth Management Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Cedar MI
Advisors at this office
1
Most active in
Indiana · Michigan · Texas
Also doing business as
Wealth Management Partners LLC · Wmp Insurance Services, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")