Wealth For you Financial, LLC

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Client assets under management

$60,898,070

Clients

292

5% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very High

Average account size

$208,555

About

Wealth For You Financial, LLC serves individual and high‑net‑worth clients, providing comprehensive and ongoing financial planning, discrete financial consulting engagements, and discretionary portfolio management. The firm co‑manages client assets with a sub‑adviser and implements customized model portfolios, overseeing roughly $65 million in discretionary assets under management.

The firm’s approach pairs client goal setting and risk‑tolerance assessment with third‑party sub‑advisers to implement investment strategies, retaining discretionary authority to select, replace, and reallocate among model managers and to rebalance portfolios as needed. Recommended investments commonly include exchange‑traded funds, mutual funds, and bonds, and the firm attempts to match each client’s objectives to a sub‑adviser’s investment style and methods.

A distinctive feature of the firm is its ownership links to both an insurance agency and a tax/accounting practice; advisory personnel may be licensed to sell insurance and tax preparation is provided through an affiliated tax firm, each of which the brochure identifies as separate business lines with separate fees. The brochure discloses these affiliations and describes policies intended to address the resulting conflicts of interest, and it notes that clients are not required to use affiliated providers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Comprehensive financial planning fixed fee ranges from $1,000 to $10,000 (negotiable); ongoing financial planning monthly fee ranges from $100 to $1,000 (negotiable)

Percentage

Up to 2.00% annually, negotiable based on account size

Project-based

$100 to $500 per hour for consulting services

Main office location

Wealth For you Financial, LLC

8323 Office Park Dr

Grand Blanc MI 48439, United States

Number of offices

Most active in

Arizona · Michigan · North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

810-695-7510

Advisors at this firm

Jacob L

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

Jacob Loucks is a financial advisor with Wealth For You Financial, LLC, holding a Series 65 designation and entering his second year in the industry. His prior roles include positions at Foguth Financial Group and Barnett Financial and Tax, as well as diverse experience in construction and manufacturing sectors. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses a model portfolio approach implemented through sub-advisers, combining client goal setting and risk tolerance assessments with a range of investment strategies.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Gage H

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

Gage Harris is a financial advisor at Wealth For You Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth For You Financial, he worked at Barnett Financial & Tax and held roles at Titan Wealth Advisors and Rochester Christian University. Outside of his advisory work, Harris teaches piano lessons on a flexible schedule. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, one-time consulting, and portfolio management. The firm uses customized strategies with model portfolios and third-party sub-advisers, managing approximately $53.2 million in client assets.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Parker B

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

Parker Barnett is a financial advisor at Wealth For You Financial, LLC with a Series 65 designation and five years of industry experience. He has worked with Wealth For You Financial since 2020 and operates Barnett Financial & Tax, where he is also an independent insurance agent. Outside of financial advising, he owns and manages Parker Barnett Professional Building, LLC. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, one-time consulting, and portfolio management. The firm employs customized strategies using model portfolios and third-party sub-advisers, with discretionary authority to manage and rebalance client portfolios based on individual objectives and risk tolerance.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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