# Wealth Ease Wealth Management > Wealth Ease Wealth Management is an SEC-registered investment advisory firm in Marshall, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026. - CRD: 332595 - Filed as: WEALTH EASE WEALTH MANAGEMENT - Legal name: Wealth Ease Wealth Management LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Marshall, MI - Filing period: October 2026 - Form ADV filing dated: March 6, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332595 - AdvisorCensus page: https://advisorcensus.com/firm/wealth-ease-wealth-management-marshall-mi-332595 ## Quick answers **How is Wealth Ease Wealth Management compensated?** On its Form ADV (Item 5.E, October 2026), Wealth Ease Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **How much does Wealth Ease Wealth Management charge?** Its Form ADV Part 2A brochure dated March 6, 2026 states: Flat fee: $500 to $15,000 (creating client financial plans); Hourly rate: $250 an hour; Flat fee: $2,000 (Estate Planning Coordination Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Wealth Ease Wealth Management located?** Wealth Ease Wealth Management's principal office is in Marshall, MI, according to its Form ADV. **Is Wealth Ease Wealth Management registered with the SEC or a state?** Wealth Ease Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332595. **How much does Wealth Ease Wealth Management manage?** Wealth Ease Wealth Management reports $132,151,221 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (87% discretionary). **What types of clients does Wealth Ease Wealth Management serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); high net worth individuals (24); pension and profit sharing plans (but not the plan participants or government pension plans) (3). **Which custodians does Wealth Ease Wealth Management use?** Wealth Ease Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists TIAA as a custodian holding 10% or more of its separately managed account assets. **Does Wealth Ease Wealth Management report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332595 **Does Wealth Ease Wealth Management state an account minimum?** Its Form ADV Part 2A brochure dated March 6, 2026 says: "There is no account minimum for any of WEWM’s services." **What changed in Wealth Ease Wealth Management's recent Form ADV filings?** In the March 2026 filing data: Newly registered with the SEC. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026) - Account minimum: None > There is no account minimum for any of WEWM’s services. - Flat fee: $500 to $15,000 (creating client financial plans) > The negotiated fixed rate for creating client financial plans is between $500 and $15,000. - Hourly rate: $250 an hour > The negotiated hourly fee for these services is $250. - Flat fee: $2,000 (Estate Planning Coordination Fee) > Estate Planning Coordination Fee: A one -time fixed fee, negotiable based on client circumstances (e.g., $2,000 as an example), billed in arrears As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - TIAA Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $132,151,221 - Discretionary: $114,778,221 - Non-discretionary: $17,373,000 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 224 | $60,588,405 | | High net worth individuals | 24 | $54,189,816 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $17,373,000 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Pension consulting services ### Firm details - Registered since: 2026 (0 years) - Employees: 3 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: MI - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - wealtheasewm.com - Facebook @austinrinardfinancialadvisor - Instagram @wealtheasewealthmanagement - LinkedIn @austin-rinard-cfp®-aif®-383b0038 - TikTok @wealtheasewm - X @AdvisorAustin - YouTube @WealthEase-WealthManagement ## Changes in the filing (last 12 months) ### March 2026 - Newly registered with the SEC. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Ease Wealth Management (CRD 332595): Form ADV filing data as of October 2026.