Advize Wealth Management

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Client assets under management

$66,843,500

Clients

116

17% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$576,237

About

Advize Wealth Management serves individual and high-net-worth clients, offering wealth management, investment management, comprehensive financial planning, and employee benefit plan advisory services through discretionary portfolio management and both ongoing and project-based planning engagements. The firm works with clients across a range of investable assets and may implement portfolios directly or by selecting third‑party managers and model-based solutions.

The firm’s investment approach emphasizes asset allocation and predominantly passive investing, using index funds and ETFs with strategic long‑term targets and tactical adjustments when appropriate. AWM also leverages technology and model marketplaces—including Betterment for Advisors and Altruist—alongside outside managers to deliver automated allocations, rebalancing, and model-driven portfolios.

Noteworthy features for a small, two‑advisor firm managing roughly $68.7 million include participation in referral and platform arrangements (such as the Betterment Advisor Network and Zoe Advisor Network) and the use of multiple custodial platforms, which the firm discloses as part of its business relationships. Although primarily fee‑based, principals are licensed to sell life and health insurance and may receive commissions for those insurance sales; the firm discloses these commissions and states they are treated separately from advisory fees.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

Occupation focus

Founder/Business Owner

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $500 to $20,000

Percentage

$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: Flat $18,000 per year

Other

Minimum fee: Minimum annual fees of $1,200 for individuals and $1,800 for couples for Comprehensive Financial Planning Services Fee-only: Fixed fees for Comprehensive Ongoing Financial Planning ranging from $1,200 to $20,000; Project-Based Financial Planning fees range from $500 to $20,000

Main office location

Advize Wealth Management

429 S. Main Street

Rochester MI 48307, United States

Number of offices

Most active in

California · Michigan · Texas

Disclosures

Business activities & affiliations

Is not 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.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website (310) 765-7568

Advisors at this firm

Scott N

Series 63, Series 65

Rochester, MI

Advize Wealth Management

Scott Nicholson is a financial advisor at Advize Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Calder Capital, Blue Water Asset Management, Benchmark Mortgage, Redfield Financial Group, and Invest Financial Corporation. Nicholson is also licensed to sell life and health insurance and may receive additional compensation from those sales. Advize Wealth Management serves individual and high-net-worth clients by providing wealth management, investment management, comprehensive financial planning, and employee benefit plan advisory services. The firm emphasizes asset allocation and predominantly passive investing through index funds and ETFs, utilizing technology and third-party managers to implement automated and model-driven portfolios.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner

Colin O

CFP®, Series 66

Rochester, MI

Advize Wealth Management

Colin Overweg is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Advize Wealth Management in Rochester, MI, where he has worked since 2018, following roles at Waddell & Reed, Inc. and Cetera Advisors LLC. He is also licensed to sell life and health insurance and may receive additional compensation from these sales. Advize Wealth Management serves individual and high-net-worth clients with wealth management, investment management, financial planning, and employee benefit plan advisory services. The firm emphasizes asset allocation and predominantly passive investing, utilizing index funds, ETFs, and technology-driven model portfolios.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner

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