Asad Gourani, CFP®, EA AG Wealth Management

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About Asad Gourani, CFP®, EA

Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management.

Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ.

Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals.

Read Asad’s Blog here:

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Ideal Clients

  • Attorneys
  • Business Owners
  • Dentists
  • Gen Y/Millennials

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr
  • Flat Fee: $3,000+/engagement
  • Assets Under Management: 1.00%

SEC Records