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Foguth Wealth Management, LLC.

Updated today

Client assets under management

$825,146,175

Clients

2,259

9% high-net-worth

Advisors

40

of 88 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

56

Typical

Average account size

$365,271

About

Foguth Wealth Management, LLC provides ongoing investment management, financial planning and qualified plan consulting to individuals, high‑net‑worth clients and corporations. The firm develops individualized investment policies and implements portfolios using in‑house asset allocation models and, when appropriate, third‑party (outside) managers.

Foguth’s investment approach blends fundamental, technical, cyclical and charting analysis with modern portfolio theory to build ETF/ETP‑centric allocation models and tailor portfolios to client objectives and risk tolerances. The firm conducts periodic account reviews, may aggregate (block) trades across client accounts, and monitors outside managers it recommends.

Noteworthy features disclosed in the brochure include that employees are licensed to sell life and health insurance and an affiliated insurance agency operates under common ownership, which the firm discloses as a potential conflict of interest. The firm primarily uses percentage‑of‑AUM advisory fees rather than fixed fees, discloses receipt of soft‑dollar benefits through Charles Schwab, and was founded in February 2023.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting

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Fee options

Percentage

0.50% - 2.00% annually

Main office location

Foguth Wealth Management, LLC.

325 W. Main St.

Brighton MI 48116, United States

Number of offices

15

Most active in

Arizona · California · Florida · Georgia · Louisiana · Michigan · New York · North Carolina · Ohio · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Charleen M

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Charleen Maune is a financial advisor with Foguth Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Strategic Investment Advisors, LLC, White Glove, and Hantz Financial Services, as well as eight years at Advance America. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, and retirement and estate-planning services. The firm employs model portfolios constructed mainly from ETPs and ETFs, utilizing fundamental, technical, cyclical, and charting analyses alongside modern portfolio theory, and offers custom direct-indexing strategies with automated tax-loss harvesting.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Caleb H

Series 63, Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Caleb Hug is a financial advisor at Foguth Wealth Management, LLC., holding Series 63 and Series 65 licenses with approximately three years of experience. Prior to joining Foguth Wealth Management and Foguth Financial Group in 2026, he worked at Northwestern Mutual from 2025 to 2026 and spent 15 years at Walmart. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, and qualified-plan consulting. The firm employs a combination of fundamental, technical, cyclical, and charting analysis alongside modern portfolio theory principles, utilizing model portfolios primarily composed of ETPs and ETFs.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Caleb M

Series 65, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Caleb Marsh is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Strategic Advisory Partners, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Prior to entering the advisory field, he was employed at private and golf clubs. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, and qualified-plan consulting. The firm uses a combination of fundamental, technical, cyclical, and charting analysis alongside modern portfolio theory to construct model portfolios primarily from ETPs and ETFs.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Vincent P

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Vincent Pucillo is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at American Marketing & Publishing and SGH Wealth Management. Outside of finance, he is the owner and Director of Operations and Sous Chef at The 405 Hospitality Group, LLC, a hospitality and private chef business. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, and estate-planning assistance. The firm uses model portfolios built primarily from ETPs and ETFs, combining fundamental, technical, cyclical, and charting analysis alongside modern portfolio theory, and employs third-party managers and direct-indexing strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Kyle L

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Kyle Lanczki is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with two years of industry experience. Prior to his current role, he spent several years with the Detroit Tigers organization in various capacities from 2015 to 2023. Foguth Wealth Management serves individuals, including high-net-worth clients, as well as plan sponsors and business clients by providing portfolio management, financial planning, and qualified-plan consulting. The firm employs a range of investment strategies incorporating ETFs and ETPs, third‑party managers, and direct-indexing solutions.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Bradley V

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Bradley Vey is a Series 65-licensed financial advisor with 11 years of industry experience. He currently works at Foguth Wealth Management, LLC and has held prior roles at truAdvice, LLC and AIP Financial Services. In addition to his advisory work, he is an independent insurance agent offering insurance and fixed annuity services. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, and retirement plan consulting. The firm utilizes model portfolios comprised mainly of ETPs and ETFs, combining fundamental, technical, and cyclical analysis with modern portfolio theory, and incorporates third-party managers and direct indexing strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Rhoda W

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Rhoda Woods is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 credential and three years of industry experience. Her prior work includes roles at Perigon Wealth Management, Lumin Financial, AFLAC, and Terumo Cardiovascular Systems. Outside of her advisory role, she owns and operates Alpha Omega Insurance and Financial Services, where she provides insurance sales and financial coaching. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, and qualified-plan consulting. The firm employs a model portfolio approach primarily using ETPs and ETFs, incorporating multiple analytical methods and modern portfolio theory, and utilizes third-party managers and direct-indexing strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Drew G

CFP®, Series 63, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Drew Green is a CFP® with 14 years of industry experience, currently serving at Foguth Wealth Management, LLC in Brighton, MI. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of financial advising, he owns The Greener Side, a photography business providing event photography services. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, and qualified-plan consulting. The firm employs a variety of investment strategies including model portfolios built primarily from ETPs and ETFs and utilizes third-party managers and direct indexing solutions.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Daniel H

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Daniel Hopkins is a Series 65-licensed advisor at Foguth Wealth Management, LLC with experience in financial services since 2015. His background includes roles at Northwestern Mutual, GlobeLife Liberty National, and Gratitude Moving. Foguth Wealth Management serves individuals, plan sponsors, and business clients by providing portfolio management, financial planning, qualified-plan consulting, and estate-planning assistance. The firm employs a multi-faceted investment approach using ETPs and ETFs, combining fundamental, technical, and modern portfolio theory analyses, and utilizes third-party managers and direct-indexing strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Sheila M

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Sheila Maloney is a financial advisor at Foguth Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has been associated with Retirement Resources, LLC since 2011. Foguth Wealth Management serves individuals, plan sponsors, and business clients by providing portfolio management, financial planning, qualified-plan consulting, and estate-planning assistance. The firm employs a diversified investment approach using model portfolios primarily composed of ETPs and ETFs, combining fundamental, technical, cyclical, and charting analysis with modern portfolio theory principles.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Brad R

Series 65, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Brad Rohde is a financial advisor at Foguth Wealth Management, LLC with 19 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC since 2015. Foguth Wealth Management serves individuals, plan sponsors, and business clients by providing portfolio management, financial planning, qualified-plan consulting, and estate-planning assistance. The firm constructs model portfolios using ETPs and ETFs and combines fundamental, technical, cyclical, and charting analysis with modern portfolio theory, also employing third-party managers and direct-indexing strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Jeffrey N

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Jeffrey Newsome is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 65 designation and has four years of industry experience. Prior to joining Foguth Wealth Management, he worked at CG Financial, Peckham, Inc., and held roles in industrial automation and solar solutions. Foguth Wealth Management serves individuals, including high-net-worth clients, plan sponsors, and business clients, providing portfolio management, financial planning, qualified-plan consulting, and estate-planning assistance. The firm constructs model portfolios primarily using ETPs and ETFs, combining various analytical approaches and modern portfolio theory, and employs third-party managers and direct-indexing strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Adam S

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Adam Spears is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 65 designation and has two years of industry experience. His prior roles include positions at Truadvice, LLC and University Lending Group. Outside of his advisory work, Spears is involved with Foguth Financial Group, Inc., an insurance agency. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, qualified-plan consulting, and estate-planning services. The firm employs a variety of investment strategies including model portfolios primarily composed of ETPs and ETFs, combined with fundamental and technical analysis, and utilizes third-party managers and direct-indexing solutions.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Dylan K

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Dylan Kennedy is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with one year of industry experience. His prior work includes roles at CreativeOne Wealth, LLC and Hudson Agency LLC. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, qualified-plan consulting, and estate-planning assistance. The firm uses a variety of investment approaches including model portfolios built from ETPs and ETFs, third-party managers, and custom direct-indexing strategies with automated tax-loss harvesting when appropriate.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
user avatar

Benjamin S

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Benjamin Sellenraad is a financial advisor at Foguth Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked as Senior Market Sales and at Sequent Planning LLC since 2023. Outside of finance, he has served with the Northville Township Police Department since 2014. Foguth Wealth Management serves individuals, including high-net-worth clients, plan sponsors, and business clients by providing portfolio management, financial planning, qualified-plan consulting, and estate-planning assistance. The firm utilizes model portfolios built mainly from ETPs and ETFs with a combination of fundamental, technical, cyclical, and charting analysis along with modern portfolio theory, and incorporates third-party managers and direct-indexing strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Retirement withdrawal strategies Cash flow / budgeting
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