Engler Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Engler Financial LLC, formed in May 2026, provides ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and businesses. The firm prepares an Investment Policy Statement for each client and offers discretionary management across ETFs, mutual funds, fixed income, real estate funds (including REITs), annuities, commodities and Treasury Inflation Protected securities.
The firm combines fundamental analysis with modern portfolio theory, emphasizes long-term trading and tailored asset allocation, and documents client risk tolerance and objectives in each plan. Engler requires clients to use Charles Schwab as custodian, conducts at least annual reviews, and generally manages accounts on a discretionary basis with monthly custodian reporting provided to clients.
Notable features in the brochure include that the principal holds life, health and disability insurance licenses and the firm discloses some representatives may receive commission-based compensation for insurance or other investment product sales, with such conflicts documented in client files. The firm also describes financial planning as a one-time deliverable upon plan delivery and reports $0 in discretionary assets under management in its initial SEC filing.
Client services
Expertise
Fee options
$250,000 - $500,000: 1.10% $500,000 - $1,000,000: 0.95% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.55%
Some investment adviser representatives also accept asset-based sales charges or service fees from the sale of mutual funds and annuities to clients, but commissions are not the firm’s primary source of compensation.
Main office
Ann Arbor MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Engler Financial · Engler Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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