Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
10 years
Location
Midland, MI 48640
Hantz financial Services, Inc.
Enterprise
Alison Capp is a Series 65-licensed financial advisor with Hantz Financial Services, Inc. in Midland, MI, where she has worked since 2006. She has nine years of industry experience. Outside of financial advising, she is an independent consultant and owner at Rodan & Fields, selling skin care products and hosting promotional events. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments, supported by affiliated businesses including a trust bank, tax and business consulting, and insurance and mortgage origination.
Based on Hantz financial Services, Inc.
Based on Hantz financial Services, Inc.
Flat one-time fees for retirement plan consulting services range from $100 to $30,000; Premier Business Planning Service starts at $1,320 annually
$0+: 0.20% Model Fee on assets allocated to Dynamic ETF Models $0+: 0.20% Model Fee on assets allocated to Active ETF Models $0+: 0.20% Model Fee on assets allocated to Index ETF Models $0+: 0.20% Model Fee on assets allocated to Direct Indexing Models $0+: Portfolio Management standard fee range 0.20% - 1.00% annually $0+: Third-Party SMA advisory fee range 0.12% to 1.00% plus additional SMA Program Fees (0.25% to 1.00%)
Brokerage commissions for securities transactions; 12b-1 fees and insurance commissions also received
Hourly rates typically range from $100 to $300 per hour for retirement plan consulting and other services
Private fund management fees may include performance participation (carried interest) and other fees as disclosed in fund documents
Minimum fee: Financial Planning: Horizon and Premier Planning Services fees specified in agreement; Premier Business Planning Service generally starts at $1,320 annually Fee-only: Financial planning fees (fixed or negotiable fees) and hourly consulting fees available
Midland, MI W. Wackerly Road
2603 W. Wackerly Road, Suite 100
Midland MI 48640
Advisors at this office
1
Michigan
10 years of industry experience
Hantz FInancial Services
2006 - Present • 20 years
Midland, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63
Freeland, MI
Reitz Capital Advisors LLC
Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.
CFA®, ChFC®, Series 63, Series 65
Midland, MI
Ferris Financial Services, L.L.C.
Corey Ferris is a financial advisor with Ferris Financial Services, L.L.C. in Midland, MI, holding CFA® and ChFC® designations and bringing 19 years of industry experience. Prior to founding his current firm, he worked at Hantz Financial Services, Inc. for 18 years. He also operates as an insurance agent and tax advisor through a sole proprietorship. Ferris Financial Services provides discretionary asset management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, employing fundamental analysis and a range of strategies, including option writing, with ongoing portfolio reviews and implementation support.
Series 65
Midland, MI
Lyman Financial
Tyler Lyman is a financial advisor at Lyman Financial in Midland, MI, holding a Series 65 designation with three years of industry experience. His work background includes roles at The Dow Chemical Company and Laser Insurance & Elite Financial Group, alongside ongoing involvement with Michigan State University. Lyman Financial provides ongoing financial planning services to individual clients without managing assets or trading accounts. The firm emphasizes a diversified buy-and-hold approach using exchange-traded funds and offers comprehensive planning covering cash flow, debt, insurance, estate, tax, and investment strategies with fixed, non-AUM fees.
Series 66
Midland, MI
My Financial Coach, LLC
Mark Fetterolf is a financial advisor at My Financial Coach, LLC in Midland, MI, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of advising, he is a licensed insurance agent. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering continuous portfolio management and standalone planning with a focus on documented client risk tolerances and time horizons.
Series 65
Midland, MI
My Financial Coach, LLC
Bruce Beckett is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, MI, where he has worked since 2017. He has eight years of industry experience and also co-owns Kamal'i, LLC, a childcare preschool and daycare center. Additionally, he holds ownership stakes in Parkcrest Development, LLC, and Jon Squires Enterprises, LLC, both involved in commercial property rental. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm advises on a limited range of investments and combines fundamental and technical analysis with modern portfolio theory to deliver both ongoing account management and one-time financial plans.
ChFC®
Midland, MI
RFM Financial Solutions, LLC
Sara Brubaker is a ChFC® at RFM Financial Solutions, LLC with eight years at the firm and a total of two years in the financial services industry. Prior to her advisory role, she worked for 14 years in wholesale mattress sales and briefly in homemaking. RFM Financial Solutions serves individual investors, pension and retirement plan sponsors, corporations, and charitable organizations by providing portfolio management, pension consulting, and financial planning. The firm focuses on client-specific investment policies implemented primarily through no-load mutual funds and ETFs, with regular account reviews and client-directed investment restrictions.
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