Fee-only adviser · Livonia, MI
Grad Wealth Management PLLC
Grad Wealth Management PLLC is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Livonia, Michigan. On its latest Form ADV, filed January 15, 2026, it reports $1.6M in regulatory assets under management, 5 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 333499 |
| Office | 35951 Five Mile RD Livonia, MI 48154 |
| Phone | (734) 462-6161 |
| Website | Not listed |
| Regulatory assets under management | $1.6M |
| Individual clients | 5 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Livonia
- White Pine Investment Co $532M
- CND Financial $199M
- Kidd Financial Planning, LLC. $14M
- Meadowbrook Investment Advisors LLC $185M
See all 5 fee-only advisers in Livonia →
Nearby
- Novi 6 firms
- Canton 1 firm
- Farmington Hills 4 firms
- Northville 5 firms
- Plymouth 7 firms
- Southfield 6 firms
- Lathrup Village 1 firm
- Bingham Farms 2 firms
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