WealthDevs
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthDevs serves individual and high-net-worth clients with continuous discretionary portfolio management, ongoing comprehensive financial planning, and project- or hourly-based planning engagements. The firm also prepares personal and business tax returns as part of its service set.
The adviser primarily implements passively managed portfolios composed of index mutual funds and ETFs to meet asset-allocation targets, while using fundamental and cyclical analysis to inform security- and asset-class decisions. Accounts are managed on a discretionary basis, reviewed quarterly, and clients may impose reasonable restrictions on holdings or sectors.
Distinctive features include a principal with a CPA credential and the inclusion of tax return preparation and tax-aware planning within packaged advisory offerings, an arrangement that is less common among peers of this size. The firm combines upfront onboarding and ongoing retainer or asset-based billing, does not recommend outside managers or engage in block trading, and serves a relatively small client base given its reported assets under management.
Client services
Expertise
Fee options
Financial Planning fixed fees range from $499 to $10,000
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
$250.00 per hour for hourly financial planning
Fee-only: Initiate Wealth: $2,500 upfront fee plus $833 per month ongoing fee; Accelerate Wealth: tiered annual advisory fee plus $2,500 upfront fee; Financial Planning fixed fee: $499 to $10,000; Hourly Financial Planning: $250/hour; Personal Tax Return Preparation fees based on complexity
Main office
Santa Cruz CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Michael John Wunsch · Wealthdevs · Wunsch, Michael
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”)