EverythingHR Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EverythingHR Financial Services LLC provides ongoing portfolio management and investment-advisory services to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business entities. The firm reports roughly $23 million in assets under management across about 90 client accounts and is operated by a small team of two advisors offering Investment Policy Statements and regular portfolio monitoring.
EFSL’s investment process centers on client‑specific Investment Policy Statements and uses modern portfolio theory, quantitative analysis, and technical analysis to support a long‑term trading approach, with quarterly reporting delivered through the custodian. Although advisory agreements may request discretionary authority, the firm’s December 2025 brochure reports all $23 million as managed on a non‑discretionary basis and notes that clients are required to custody assets at Schwab Institutional.
Notable distinctions in the brochure include that EFSL acts as sponsor and portfolio manager of a wrap fee program—a structure used by a small minority of similar firms—while stating wrap accounts are managed the same as non‑wrap accounts. The brochure also discloses multiple outside business activities (a licensed insurance practice, an HR/PEO business, and a workforce training institute), an explicit policy of not aggregating trades, and a firm requirement to use a specific custodian, all of which can affect trade execution, potential conflicts of interest, and client choice relative to many peers.
Client services
Expertise
Fee options
$1 - $2,000,000: 1.50% $2,000,001 - And Up: 1.25%
Main office
1055 South Blvd E Suite 225
Rochester Hills MI 48307
Advisors at this office
2
Most active in
California · Michigan · Texas
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
Advisors at this firm
Felicia H
CFP®, Series 63, Series 65
Rochester Hills, MI
EverythingHR Financial Services LLC
Felicia Harris is a CFP® with 32 years of industry experience, currently serving at EverythingHR Financial Services LLC since 2017. Her previous roles include positions at Ameriprise Financial Services, Inc. and UBS Financial Services. Outside of her financial advisory work, she owns El Shaddai Consulting LLC, which provides human resources products and services. EverythingHR Financial Services LLC offers portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs client-specific Investment Policy Statements and a long-term trading approach supported by modern portfolio theory, quantitative analysis, and technical analysis.
Elmo W
Series 63, Series 65
Rochester Hills, MI
EverythingHR Financial Services LLC
Elmo Wedderburn is a financial advisor with EverythingHR Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining EverythingHR in 2017, he worked at Charles Schwab for ten years and Ameriprise Advisor Services for two years. Wedderburn also has a longstanding role with Southwest Airlines as a customer service airline ticket agent. His outside activities include serving on the board of a charter school in Oakland and participating as an election inspector in San Francisco. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $23 million in assets across about 90 client accounts using client-specific Investment Policy Statements and a long-term trading approach informed by modern portfolio theory, quantitative, and technical analysis.
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