user avatar

James Fydroski

Advisor at Haas Financial Services Inc

Updated today

Location

Commerce Twp, MI

Credentials

CFP®, Series 63, Series 65

Industry experience

15 years

About

James Fydroski is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Haas Financial Services Inc. He has been with the firm since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as treasurer for the Rotary Club of Milford, MI, and has been the editor of the Michigan Nut Growers Newsletter since 1991. Haas Financial Services provides active investment management and comprehensive financial planning to individual investors, trusts, estates, and small businesses. The firm employs a discretionary, trend-following investment approach using no-load mutual funds, ETFs, and alternative sectors, while also offering insurance and annuity products when appropriate.

Client services

Based on Haas Financial Services Inc

Financial planning Portfolio management

Expertise

Based on Haas Financial Services Inc

Active portfolio management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fees starting at $1,200; Retainer Agreements with minimum annual fee of $500

Commissions

Commission products include fixed annuities and insurance; insurance commissions paid through licensing agreements

Project-based

Hourly planning engagements at $120/hour with a 4-hour minimum

Other

Account minimum: $50,000 Minimum fee: Financial planning fee minimum is $1,200 (not negotiable); Retainer Agreement minimum annual fee is $500 (negotiable) Fee-only: Hourly planning engagements at $120/hour with a 4-hour minimum

Location

Commerce Twp, MI

Most active in

Michigan

Work history

Haas Financial Services, Inc.

2010 - Present (16 years)

Disclosures

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

Business activities & affiliations

user avatar

Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
user avatar

Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Daniel Shub is a financial advisor at Octo Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing Octo Capital since 2015. In addition to his advisory role, he is the managing member of Shub & Company LLC, a life and health insurance agency, and Gold Star Insurance Group LLC, a property and casualty insurance agency. Octo Capital provides investment advisory, portfolio management, financial planning, and consulting services to individuals, families, retirement plans, trusts, foundations, and charitable organizations. The firm’s investment approach is long-term and based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds and ETFs, with discretionary portfolio management and regular monitoring.

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
user avatar

Peter M

Series 65

Bloomfield Hills, MI

Sound Financial Planning LLC

Peter Mc Caffrey is a financial advisor at Sound Financial Planning LLC in Bloomfield Hills, MI. He holds a Series 65 designation and has one year of industry experience. Outside of financial advising, he has been a professional cellist with the Detroit Symphony Orchestra since 2012. Sound Financial Planning LLC provides fee-only, advice-only financial planning to individuals and high-net-worth clients, focusing on diversified, passive investment strategies and comprehensive financial planning without managing client assets or exercising investment discretion.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
user avatar

Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Bassam Salem is a financial advisor at Objective Investments, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at InvestShares Advisor Group Inc., InvestShares, and Wunderlich Securities, Inc. He has been with Objective Investments since 2018. Objective Investments provides fee-based investment management services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers tailored portfolios using a variety of analytical methods and serves as a limited-scope ERISA 3(21) fiduciary for employer-sponsored retirement plans.

Active portfolio management Options & derivatives strategies

Paul F

CFP®, CFA®, ChFC®, EA

Commerce Township, MI

Tamma Capital LLC

I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.

Wealth management Parents Married/Couples/Partners Gen X (Born 1965-1980)
user avatar

David A

Series 63, Series 65

Northville, MI

Wellsage Wealth Management LLC

David Adamse is a financial advisor at Wellsage Wealth Management LLC in Northville, MI, with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JP Morgan Chase & Co and Harman International. He is president of Wellsage Advisors LLC, a business advisory and consulting firm, and previously established MindMint Media LLC to create financial literacy materials, though that venture is currently dormant. Wellsage Wealth Management LLC provides discretionary portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, family offices, and small businesses. The firm emphasizes cost-efficient, long-term portfolio construction using low-cost ETFs and tailored allocations, complemented by a financial education program including seminars and workshops.

Retirement income strategy Tax-loss harvesting Concentrated stock management Options & derivatives strategies Business exit / sale strategy Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")