DM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
5,102 clients
Average Client Portfolio
$77K average
Assets Under Management
$394.7M
Fee Structure
Financial Plan Fee:From $500
Sequent Planning offers asset management services, financial planning services, and retirement plan services. Financial planning services are based on fixed fees or hourly fees. A limited-scope engagement is estimated to cost $500 and should take 2-4 hours to complete. The firm also receives solicitor fees from third-party money managers for client referrals.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Lansing, MI
Get directionsRegulatory History
Clean regulatory record
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 →Other Business ActivitiesSells Insurance
Daniel has been an insurance agent since 2017, offering insurance products and services to clients and prospects. This activity is investment-related.
Employment History
Current Registrations
Sequent Planning, LLC
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Edward Jones
April 2014 - April 2014 · 0 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.