Toni Wander is a CFP-designated registered investment advisor at Pearl Planning, based in Dexter, MI, with 7 years of industry experience. Toni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 293 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable. At the firm's discretion, they will aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Fee Estimator
Location
8031 Main Street, Suite 201, Dexter, MI, 48130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pearl Planning
Previous Registrations
Stephens Consulting, LLC
Commonwealth Financial Network
Plante Moran Financial Advisors
State Registrations1 state
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