Advize Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advize Wealth Management PLLC advises individuals, high-net-worth clients, and employer plan sponsors, offering wealth management, investment management, and both ongoing and project-based financial planning. The firm provides discretionary portfolio management and client-specific investment plans, and it also offers employee benefit plan consulting and participant education for plan sponsors.
The firm’s investment approach centers on strategic and tactical asset allocation with a primary emphasis on passive investing, and it regularly uses outside managers and third‑party model portfolios to implement allocations. Advize also deploys technology-enabled platforms—explicitly Betterment for Advisors as a sub‑advisor and the Altruist Model Marketplace—alongside custodial relationships with Schwab, Altruist, and Betterment to execute and administrate client strategies.
Noteworthy distinctions include that multiple firm representatives are licensed to sell life and health insurance and may receive commission income from insurance product sales, a practice that is relatively uncommon among peers. The firm also participates in the Betterment Advisor Network (BAN) and receives client referrals through that program and the Altruist marketplace, arrangements the brochure discloses can involve platform wrap charges and a program transfer-out fee that create potential conflicts of interest the firm discloses and mitigates.
Client services
Expertise
Fee options
Fixed fee for project-based financial planning ranging from $500 to $20,000
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.2% $1,000,001 - $2,000,000: 1.1% $2,000,001+: 0.9%
Some firm representatives are licensed to sell life and health insurance and receive commissions for such sales; however, commissions do not offset advisory fees
Ongoing comprehensive financial planning fees billed annually and paid via various methods including monthly, quarterly, or semiannual payments
Minimum fee: Upfront financial planning fee between $500 and $20,000 (for clients with managed balances under $500,000), comprehensive financial planning annual fixed fee varies per client, minimums of $1,200/year for individuals or $1,800/year for couples for ongoing planning Fee-only: Financial planning services charged as fixed fees ranging from $500 to $20,000 for project-based planning; annual fixed fees for comprehensive ongoing planning from $1,200 per year
Main office
429 S. Main Street
Rochester MI 48307
Advisors at this office
2
Most active in
California · Michigan · Texas
Also doing business as
Advize Wealth Management · Advize Wealth Management PLLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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 18 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. He is also licensed to sell life and health insurance and may engage in related product sales with clients. Advize Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors, offering wealth management, investment management, and financial planning services. The firm emphasizes strategic and tactical asset allocation with a focus on passive investing, utilizing outside managers and technology-enabled platforms such as Betterment for Advisors and Altruist to implement client strategies.
Colin O
CFP®, Series 66
Rochester, MI
Advize Wealth Management
Colin Overweg is a financial advisor at Advize Wealth Management with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including WealthSource Partners, Waddell & Reed, and Cetera Advisors. He is also licensed to sell life and health insurance and may engage in product sales with clients. Advize Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors, providing wealth management, investment management, and financial planning services. The firm emphasizes passive investing through strategic and tactical asset allocation and utilizes technology-enabled platforms alongside custodial relationships to implement client strategies.
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