Wealth & Wellness Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$65,004,500
Clients
218
Advisors
1
of 1 employees
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
Expertise
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
690 Hope St., Suite B
Brighton MI 48116
Advisors at this office
1
Most active in
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.
Forms ADV
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