TrueAdvisor
TrueAdvisor
AC
AC
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningBusiness Owners
Hantz Financial Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
344 advisors
Number of Clients
22,039 clients
Average Client Portfolio
$355K average
Assets Under Management
$7.8B

Fee Structure

Location

2400 Green Road, Ann Arbor, MI, 48105

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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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Employment History
Current Registrations
Hantz Financial Services, INC.
March 2025 - Present · 11 mos
Hantz Financial Services, INC.Broker
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.