Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Rehmann Wealth is registered with the SEC as an investment adviser (CRD #123047, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $12,500 a year (the published maximum) under its published fee schedule. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status or account minimums.
Rehmann Wealth at a glance
| Fact | What Rehmann Wealth’s own pages say |
|---|---|
| Legal entity | Rehmann Wealth |
| Registration | Rehmann Wealth is registered with the SEC as an investment adviser (CRD #123047, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $12,500 a year (the published maximum), per its own current brochure |
| Minimum to open an account | Not assessed in this review; see Item 5 of its Form ADV Part 2A |
| Cost to leave (exit fee) | No firm-specific dollar figure found in public documents |
What Rehmann Wealth’s own fee schedule charges
The IAPD registrant is Rehmann Wealth, and the brochure is titled for Rehmann Capital Advisory Group, LLC, which is listed as a prior name of the same registrant. The priced figure is the fee limit for individual clients, whom the brochure lists among the people it serves, and the brochure states each Advisor sets the actual fee within that limit.
“Each of our Advisors sets their own asset management fees as long as they do not exceed 2.5% per year.”
Each balance is priced at the 2.5% annual limit applied to the whole account value. The brochure says the firm itself has no account size or fee minimums, although some Advisors may impose a minimum account size or minimum quarterly fee, so no dollar floor is applied. These are ceiling figures, not typical charges, since the brochure says fees can be as low as 0.00% and are negotiated case by case.
What the same brochure says about fees charged on top of this schedule: “The fee paid to the selected managers will be separate from, and in addition to, the advisory fees paid to Rehmann Wealth.” The table below is the firm’s own advisory fee schedule and does not include any such additional fee.
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,250 |
| $500,000 | $12,500 |
| $1,000,000 | $25,000 |
| $2,000,000 | $50,000 |
These figures come directly from Rehmann Wealth’s own current fee brochure, cited in Sources below.
Registration
Rehmann Wealth is registered with the SEC as an investment adviser (CRD #123047, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
We did not find a firm-specific dollar figure for leaving Rehmann Wealth in its brochure or in its custodian’s published schedules, so we are not stating one. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (March 25, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032622
- SEC IAPD firm summary (CRD #123047, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/123047
Methodology. This page was built September 28, 2026, drawing directly on Rehmann Wealth’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Rehmann Wealth’s own Form ADV Part 2A and Form CRS. We have not used Rehmann Wealth as a client. Rehmann Wealth did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.