Ontrack Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OnTrack Wealth Management provides financial planning, investment management, retirement plan consulting, and basic personal tax return preparation to individuals, high‑net‑worth clients, and charitable organizations. Clients generally receive ongoing portfolio management combined with comprehensive planning rather than standalone planning services.
The firm uses a mix of fundamental analysis and technical/charting/cyclical methods, applies Modern Portfolio Theory, and employs passive, low‑cost funds when appropriate to construct portfolios guided by client‑specific investment policy statements. OnTrack also reviews and advises on held‑away accounts such as workplace retirement plans and 529s as part of its regular service offering.
Distinctive aspects include recent registration with the SEC and a practice of offering comprehensive planning only when paired with investment management, which may involve an upfront planning fee along with ongoing asset management. The firm also provides basic tax return preparation to clients at no additional charge, offers retirement plan consulting as a fiduciary to plan sponsors, and does not provide separate written performance reports to investment‑management clients beyond custodial statements.
Client services
Expertise
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: Negotiable
Minimum fee: Upfront fee not to exceed $10,000 for ongoing comprehensive financial planning combined with investment management
Main office
See office8540 N Canton Center Rd
Canton MI 48187
Advisors at this office
1
Offices (2)
Most active in
Michigan · Texas
Also doing business as
Ontrack Wealth Management · Ontrack Wealth Management, 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 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.
Quick links
Advisors at this firm
James B
CFP®, Series 66
Plymouth, MI
Ontrack Wealth Management
James Burns is a CFP® with 12 years of industry experience, currently serving at Ontrack Wealth Management since 2020. His prior experience includes roles at Bank of America, Merrill, and Vintage Financial Services. OnTrack Wealth Management offers financial planning, investment management, retirement plan consulting, and basic personal tax return preparation to individuals, high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis, applies Modern Portfolio Theory, and emphasizes passive, low-cost funds to construct client-specific portfolios, typically providing comprehensive planning alongside ongoing portfolio management.
Jeremiah W
CFP®, Series 65
Canton, MI
Ontrack Wealth Management
Jeremiah Whiddon is a CFP® and registered investment advisor with OnTrack Wealth Management, based in Canton, MI. He has six years of experience at OnTrack Wealth Management and previously worked for six years at Atlas Oil Company. OnTrack Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing financial planning, investment management, retirement plan consulting, and basic personal tax return preparation. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct portfolios, emphasizing comprehensive planning paired with ongoing portfolio management.
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