Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

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Location

25 N. Main Street, Mount Clemens, MI, 48043

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History

Regulatory 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.

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Other Business Activities

Zachary is the Corporate Safety Director at De-Cal, Inc., an industrial construction company, spending nearly full-time ensuring OSHA compliance. He also owns Divine Safety, LLC, a safety consulting firm, dedicating about 10-20% of his time to auditing construction projects for OSHA compliance.

Employment History
Current Registrations
Thepartners Wealth Management
March 2025 - Present · 11 mos
Trivelloni Asset Management
January 2017 - Present · 9 yrs 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Zachary J Smith - Financial Advisor | TrueAdvisor