Fee-only adviser · Ann Arbor, MI
Vedanta Sentinel Investment Advisors
Vedanta Sentinel Investment Advisors is a fee-only investment adviser registered with the securities regulators of Michigan, Texas, with its main office in Ann Arbor, Michigan. On its latest Form ADV, filed March 6, 2026, it reports $3.9M in regulatory assets under management, 11 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, Texas |
|---|---|
| Firm CRD number | 335058 |
| Office | 2006 Hogback Road Suite 1 Ann Arbor, MI 48105 |
| Phone | (734) 234-8742 |
| Website | www.vedantasentinel.com |
| Regulatory assets under management | $3.9M |
| Individual clients | 8 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 6, 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 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 Ann Arbor
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- Arbor Trust Wealth Advisors, LLC $611M
- Columbia Asset Management, L.L.C. $1.2B
- Darden Wealth Group $380M
- Vision Capital Partners $168M
- Arborfi Advisors, LLC $148M
See all 20 fee-only advisers in Ann Arbor →
Nearby
- Ypsilanti 1 firm
- Saline 1 firm
- Plymouth 7 firms
- Dexter 2 firms
- Canton 1 firm
- South Lyon 1 firm
- Northville 5 firms
- Chelsea 1 firm
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