Wealth for You Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,898,070
Clients
292
Advisors
3
of 3 employees
About
Wealth For You Financial, LLC provides comprehensive and ongoing financial planning, one‑time financial consulting, and discretionary portfolio management for individual and high‑net‑worth clients. Deliverables include digital or written financial plans and investment management implemented through model portfolios and third‑party sub‑advisers.
The firm matches client objectives, time horizons, and risk tolerances to model portfolios and recommended sub‑advisers, then monitors and rebalances those model allocations as needed; the selected sub‑adviser has discretion to select securities and execute transactions while the firm retains authority to hire, fire, or reallocate among sub‑advisers. Client accounts are reviewed at least annually and clients may impose investment restrictions or direct brokerage selection subject to potential execution tradeoffs.
A notable distinguishing feature is common ownership with an insurance agency (Barnett Financial & Tax) and a tax/accounting firm (Barnett Tax Group); certain advisory personnel are licensed insurance agents who may receive commissions and tax preparation is offered separately, conflicts disclosed and addressed in the firm’s policies. The firm co‑manages roughly $65 million in discretionary assets with a sub‑adviser (the brochure cites Signal Advisors Wealth as a recommended sub‑adviser) and uses a limited custody arrangement that authorizes the sub‑adviser to instruct custodians to deduct management fees.
Client services
Expertise
Fee options
Comprehensive and ongoing financial planning fixed fees $1,000 to $10,000; ongoing monthly fixed fees $100 to $1,000
up to 2.00% annually (maximum); fee is negotiable based on account size
Hourly consulting rates range from $100 to $500
Fee-only: Financial planning fixed fees ranging from $1,000 to $10,000; ongoing financial planning monthly fees from $100 to $1,000; consulting hourly rates from $100 to $500
Main office
8323 Office Park Dr
Grand Blanc MI 48439
Advisors at this office
3
Most active in
Michigan · North Carolina · South Carolina
Also doing business as
Arrive Financial & Insurance Services · Wealth For You Financial, 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 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:
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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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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
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 one year of industry experience. His prior work includes roles at Barnett Financial and Tax, Foguth Financial Group, and various positions outside the financial sector. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers to align with client objectives and risk tolerances. The firm also maintains affiliated insurance and tax businesses and co-manages approximately $65 million in discretionary assets.
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 one year of industry experience. He holds a Series 65 credential and has worked at Barnett Financial & Tax, Titan Wealth Advisors, and Rochester Christian University. Outside of his financial advisory role, he teaches piano lessons on a flexible schedule. Wealth for You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm implements investment strategies through model portfolios and third-party sub-advisers, with a distinctive structure that integrates insurance and tax services under common ownership.
Parker B
Series 65
Grand Blanc, MI
Wealth for You Financial, LLC
Parker Barnett is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Wealth For You Financial, LLC and also owns Barnett Financial & Tax, where he operates as an independent insurance agent. Outside of financial advising, he is the owner of Parker Barnett Professional Building, LLC. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm employs model portfolios and third-party sub-advisers to align investments with client objectives and risk tolerances, and also has affiliated insurance and tax services under common ownership.
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