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Lucas Christoper Hayes

Advisor at Hantz financial Services, Inc. — Canton, MI

Updated today

Credentials

Series 66

Experience

1 year

Location

Canton, MI 48188

Hantz financial Services, Inc. logo

Hantz financial Services, Inc.

Enterprise

Total advisors

398

Across 23 offices

Clients per advisor

60 Typical

Avg AUM per client

$420,083 Typical

HNW client ratio

10% Low

About

Lucas Hayes is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Canton Township and Michigan State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, employing an asset-allocation framework with automated tax-loss harvesting and other technology integrations.

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

Canton, MI

44520 Michigan Avenue

Canton MI 48188

Advisors at this office

9

Most active in

Michigan

Work history

1 year of industry experience

Hantz Financial Services

2025 - Present • 1 year

Southfield, MI

Canton Township

2024 - 2024 • 1 year

Canton, MI

Canton Township

2023 - 2023 • 1 year

Canton, MI

Breslin Student Event Center

2022 - 2025 • 3 years

East Lansing, MI

RPM Freight Systems

2022 - 2022 • 1 year

Royal Oak, MI

Michigan State University

2021 - 2025 • 4 years

East Lansing, MI

Unemployed

2021 - 2021 • 1 year

Canton, MI

Canton High School

2019 - 2021 • 2 years

Canton, MI

Unemployed

2019 - 2019 • 1 year

Canton, MI

Catholic Central High School

2017 - 2019 • 2 years

Wixom, MI

Unemployed

2017 - 2017 • 1 year

Canton, MI

Pioneer Middle School

2014 - 2017 • 3 years

Plymouth, 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. His prior experience includes roles at Stifel Nicolaus & Co Inc and Citigroup Global Markets. Outside of his advisory work, he serves on the Advisory Council for the Mott and Voigtlander Children's Hospital in Ann Arbor, where he participates in event planning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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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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Samuel F

Series 66

Ann Arbor, MI

Fineberg Wealth Management, LLC

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Options & derivatives strategies Concentrated stock management
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Robert B

Series 66

Northville, MI

Physicians' Financial L.C.

Robert Boutin is the sole advisor at Physicians' Financial L.C. in Northville, MI, holding a Series 66 designation and bringing 16 years of industry experience. His prior experience includes a year at Morgan Stanley and over 15 years with Midwest Financial Education L.C. and Physicians' Financial L.C. Physicians’ Financial L.C. serves primarily medical professionals with personal wealth planning, combining investment management, income tax planning and preparation, life and disability insurance, and financial counseling. The firm employs long-term, disciplined investment strategies focused on diversification and risk-based model portfolios, and is notable for integrating advisory, insurance, and tax services within a single, state-registered practice.

General tax planning Wealth management Passive / index investing Doctor or Medical Professional
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