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Jeremiah Whiddon

Advisor at OnTrack Wealth Management

Updated today

Location

Canton, MI 48187

Credentials

CFP®, Series 65

Industry experience

4 years

About

Jeremiah Whiddon is a CFP® and Series 65-registered advisor with six years at OnTrack Wealth Management and a prior six-year tenure at Atlas Oil Company. He has four years of industry experience and is based in Canton, MI. OnTrack Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, comprehensive financial planning, retirement plan consulting, and basic personal tax return preparation. The firm combines Modern Portfolio Theory and passive portfolio construction with multiple analysis methods to develop client-specific portfolios, providing discretionary management and oversight of held-away accounts.

Client services

Based on OnTrack Wealth Management

Financial planning Portfolio management Pension consulting Tax preparation services

Expertise

Based on OnTrack Wealth Management

General retirement planning Income planning College savings (529s, UTMA, etc.) General estate planning guidance Tax-loss harvesting

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Fee options

Fixed

$3,000 upfront fee for Standalone Ongoing Comprehensive Financial Planning

Percentage

$0 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001 - Negotiable: Negotiable

Subscriptions

Ongoing Comprehensive Financial Planning ongoing fee: $750 per quarter ($250 per month)

Other

Fee-only: Standalone Comprehensive Financial Planning: $3,000 upfront plus $750 per quarter ($250 per month) ongoing; 20% discount after 5 years

Location

8540 N Canton Center Rd

Canton, MI 48187

Most active in

Michigan · Texas

Work history

OnTrack Wealth Management

2020 - Present (6 years)

Atlas Oil Company

2014 - 2020 (6 years)

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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