FinancialMD, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,500,000
Clients
164
Advisors
1
of 1 employees
About
FinancialMD provides comprehensive financial planning and discretionary investment management to individuals, families, business entities, and retirement plans. Its advisory offerings include cash- and debt-management, retirement and insurance planning, and tax-preparation services provided through a third-party CPA (Jalada) and a wholly owned subsidiary (FMD Tax Prep, LLC).
The firm emphasizes individually tailored advice via an onboarding process and ongoing account reviews, selecting external asset managers based on client risk tolerance, manager track record, reputation, fees, and methods of analysis. Investment implementation uses both tactical and strategic allocation, combines in-house fundamental and technical analysis supported by third‑party research (Morningstar, Thomson Reuters), and may include mutual funds, ETFs, individual stocks, annuities and digital assets.
Noteworthy elements in the brochure include a disclosed affiliation with an insurance agency and the firm’s licensed insurance activities, with a stated conflict‑of‑interest protocol for any commissionable sales. The firm also serves business and retirement-plan clients (beyond typical individual client focus) and provides unusually detailed disclosures on cryptocurrency risks, custody limitations, and third‑party provider reliance.
Client services
Expertise
Fee options
$0 - $500,000: 1% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.55% $3,000,001 - $4,000,000: 0.35% $4,000,001+: 0.20%
Fee-only: Flat annual fee for financial planning services, amount contingent on scope of services
Main office
2479 Woodlake Cir, Suite 340
Okemos MI 48842
Advisors at this office
1
Most active in
Louisiana · Michigan · Texas
Also doing business as
Financialmd · Financialmd, LLC · Patriot Wealth
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
Quick links
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