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Ethan Douglas Harkins

Advisor at Hantz financial Services, Inc. — Ann Arbor, MI Ranchero Drive

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Ann Arbor, MI 48108

Hantz financial Services, Inc. logo

Hantz financial Services, Inc.

Enterprise

Total advisors

398

Across 23 offices

Clients per advisor

59 Typical

Avg AUM per client

$420,083 Typical

HNW client ratio

10% Low

About

Ethan Harkins is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles in education and the sports and hospitality sectors. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charities, and business owners. The firm emphasizes ETF-based model portfolios supplemented by third-party managers and employs advanced technology platforms for portfolio management and tax optimization.

Client services

Based on Hantz financial Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Hantz financial Services, Inc.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies

Occupation focus

Based on Hantz financial Services, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning consulting fees may be charged as flat fees, e.g., Premier Business Planning Service generally starting at $1,320 annually; retirement plan project-based fees can range from $100 to $30,000; Consultancy Agreements quarterly fee at 0.05% paid by Investment Managers.

Commissions

Brokerage commissions and 12b-1 fees may be charged for securities brokerage services implemented by registered representatives, separate commission-based agreements apply.

Project-based

Hourly rates for retirement plan project-based services typically range from $100 to $300 per hour.

Performance-based

Performance participation fees or carried interest may apply for private funds managed by Hantz Alternatives Management Company, LLC; details in fund offering documents.

Other

Fee-only: Financial Planning Services: Horizon Planning Service, Premier Planning Service, and Premier Business Planning Service annual fees specified in agreement; Premier Business Planning Service fees generally start at $1,320 annually; Retirement Plan Services: fees typically range from 5 basis points to 75 basis points of plan assets; Portfolio Management Services: fees generally 0.20% to 1.00% annually, or fixed fee negotiated; Third-Party SMA Manager Program: advisory fee 0.12% to 1.00% plus additional program fees (manager model delivery fees, TAMP fees 0.03%-0.12%, program fee 0.54%-0.60%); Model Fees for Dynamic, Active, Index, and Direct Indexing Models: additional 0.20% annually on assets allocated in each respective model; Hourly rates generally $100 to $300 per hour for retirement plan services; flat fees can range $100 to $30,000 for project based services.

Location

See office

Ann Arbor, MI Ranchero Drive

3754 Ranchero Drive

Ann Arbor MI 48108

Advisors at this office

21

Most active in

Michigan

Work history

< 1 year of industry experience

Hantz Financial Services

2025 - Present • 1 year

Southfield, MI

Soccer World

2021 - 2022 • 1 year

Canton, MI

Lawrence Tech University

2020 - 2025 • 5 years

Southfield, MI

Denso

2020 - 2020 • 1 year

Belleville, MI

DCFC Soccer

2019 - 2019 • 1 year

Canton, MI

Tony Sacos Pizza

2019 - 2020 • 1 year

Canton, MI

Salem High School

2016 - 2020 • 4 years

Canton, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert H

Series 66

Ann Arbor, MI

Wells Fargo Clearing

Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo entities since 2009 and spent seven years with Stifel Nicolaus & Co Inc. Henry serves on the advisory council for a children's hospital, participating in event planning. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

Retired Founder/Business Owner

Adam D

Series 66, Series 7

Milan, MI

Cetera

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement Young Professionals FIRE (Financial Independence Retire Early) Mid-Career Professionals
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Kenneth Z

Series 63, Series 66

Ann Arbor, MI

A B L E Wealth Management Solutions Llc

Kenneth Zehnder is a financial advisor at A B L E Wealth Management Solutions LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waddell & Reed, Inc and Merrill. Zehnder has been with A B L E Wealth Management Solutions since 2019. A B L E Wealth Management Solutions provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies and offers portfolio management, pension consulting, and employee benefit plan advisory services.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nikhil M

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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