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Gunder Wealth Management, LLC

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Client assets under management

$125,427,280

Clients

105

76% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

53

Typical

Average account size

$1,194,546

About

Gunder Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plan sponsors, providing investment management, comprehensive and one‑time financial planning, and retirement plan consulting. The firm offers ongoing portfolio supervision and planning services delivered through discretionary or non‑discretionary arrangements and also provides limited employee benefit plan advisory services.

The firm’s investment process is grounded in modern portfolio theory and strategic asset allocation, blending passive and active vehicles and, where appropriate, allocating to third‑party independent managers. Portfolios may include alternatives, fee‑based annuity contract oversight, socially responsible ETFs, and — when suitable for a client’s objectives and risk tolerance — exposure to digital assets; Gunder Wealth regularly monitors independent managers to keep allocations aligned with client objectives.

Gunder Wealth is SEC‑registered and, as a two‑advisor firm managing roughly $139 million for about 105 clients, has a higher asset base per advisor than many peers in the supported category. It accepts client compensation only (no commissions), explicitly discloses that a firm principal holds an insurance license but does not receive commissions on client sales, and recently revised its fee arrangements for very large accounts — features that may be less common among similar‑sized advisers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-Time Financial Plan fixed fee ranges from $5,000 to $9,000; Financial Planning Fixed Fee ranges from $3,500 to $6,300 annually

Percentage

$0 - $749,999: 1.00% $750,000 - $999,999: 0.90% $1,000,000 - $1,499,999: 0.85% $1,500,000 - $2,499,999: 0.80% $2,500,000 - $3,499,999: 0.70% $3,500,000 - $4,999,999: 0.60% $5,000,000+: 0.50%

Project-based

$400 per hour with a two-hour minimum

Other

Account minimum: $750,000 minimum investment management fee of $7,500 Minimum fee: Minimum investment management fee of $7,500 Fee-only: Fixed quarterly fee of $1,875 per quarter for clients with fewer than $750,000 in assets; fixed quarterly fee of $6,250 per quarter ($25,000 annually) for clients with more than $5,000,000 in assets; Financial Planning Fixed Fee ranges from $3,500 to $6,300 annually; One-Time Financial Plan fixed fee ranges from $5,000 to $9,000; Hourly Financial Planning at $400 per hour with a two-hour minimum.

Main office location

Gunder Wealth Management, LLC

Birmingham MI, United States

Number of offices

1

Most active in

Illinois · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Ashlee D

CFP®, CFA®, CPA

Birmingham, MI

Gunder Wealth Management, LLC

When I was 5 years old, I started going to work with my dad at one of his 7 diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. He usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute of it! Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke, along with my mom & dad’s entrepreneurial spirit, shaped who I am today. Whether it was graduating college as a double major with honors in 3 years, or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.

General retirement planning Cash flow / budgeting Dual Income Family Women Professionals Gen X (Born 1965-1980)
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Joseph D

CFP®, Series 63, Series 66

Birmingham, MI

Gunder Wealth Management, LLC

Joseph Desteiger is a CFP® with 12 years of industry experience, currently serving as an advisor at Gunder Wealth Management, LLC since 2020. His prior experience includes roles at McFawn Financial Services Group and Raymond James Financial Services. Gunder Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs a strategy based on modern portfolio theory and strategic asset allocation, utilizing a mix of passive and active investments and independent managers.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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