AC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
344 advisors
Number of Clients
22,039 clients
Average Client Portfolio
$355K average
Assets Under Management
$7.8B
Fee Structure
This firm offers financial planning services, investment portfolio management, and retirement plan services. The fees for these services are not listed in this brochure. Please contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
3450 Alaiedon Parkway, Okemos, MI, 48864
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 →Employment History
Current Registrations
Hantz Financial Services, INC.
August 2024 - Present · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.