Fee-OnlyFinder

A B L E Wealth Management Solutions LLC

Financial planning in Ann Arbor, MI

State registeredNo commissions reported

Call (734) 786-3875Send a messageMap ↗

Public-record details

Address
3380 Travis Pointe Road, Suite E, Ann Arbor, MI 48108
Phone
(734) 786-3875
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
301257
Registration
State registered: FL, MI
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$31.7 million
Accounts managed
109
Clients reported (Form ADV 5.D)
77
Individual / high-net-worth clients
59 / 18
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-20

State registered (FL, MI) investment adviser, CRD 301257, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Ann Arbor

Arbor Investment Management3400 Travis Pointe Rd., Suite E · Ann Arbor, MI 48108 · (734) 645-3622 · % of assets managedCRD 154735 · % of assets · $162.0 million AUMSEC registeredNo commissions reportedArbor Trust Wealth Advisors, LLC825 Victors Way, Suite 150 · Ann Arbor, MI 48108 · (734) 389-7794 · Financial planningCRD 169611 · % of assets, Hourly charges, Fixed fees · $611.4 million AUMSEC registeredNo commissions reportedArborfi Advisors, LLC2395 S Huron Pkwy, Suite 101 · Ann Arbor, MI 48104 · (734) 345-6980 · Financial planningCRD 305009 · % of assets · $148.4 million AUMSEC registeredNo commissions reportedBoardwalk Wealth Management341 E Huron St, Suite #3 · Ann Arbor, MI 48104 · (734) 476-0320 · Financial planningCRD 310308 · % of assets, Fixed fees · $1.8 million AUMState registeredNo commissions reportedColumbia Asset Management, L.L.C.924 N Main Street, Suite 1 · Ann Arbor, MI 48104 · (734) 665-1455 · Financial planningCRD 124174 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedConcorde Asset Management, LLC3909 Research Park Drive, Suite 200 · Ann Arbor, MI 48108 · (248) 824-6710 · Financial planningCRD 140367 · % of assets, Hourly charges, Fixed fees · $598.4 million AUMSEC registeredNo commissions reportedCreo Global Capital LLC1026 S. Main St. · Ann Arbor, MI 48104 · (313) 350-3566 · % of assets managedCRD 159771 · % of assets · $22.7 million AUMState registeredNo commissions reportedCypress Capital Wealth Management LLC3040 Lohr Road · Ann Arbor, MI 48108 · (734) 228-0460 · Flat / fixed feesCRD 312340 · % of assets, Fixed fees, Performance-based fees · $330.2 million AUMSEC registeredNo commissions reported

All 25 in Ann Arbor →