Wealth Personal
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Personal provides financial planning and ongoing investment management primarily to individual and high‑net‑worth clients. Services include fixed‑fee comprehensive financial plans covering estate, tax, investment and insurance matters, and both discretionary and non‑discretionary portfolio management billed on an asset‑based basis.
The firm documents client objectives in an investment policy or risk‑tolerance statement, then constructs asset allocations and conducts periodic reviews to align portfolios with goals, time horizon, and risk tolerance. Investment analysis draws on fundamental, technical, and cyclical methods and uses sources such as Morningstar, client tax and insurance records, and other research materials to support recommendations.
The firm is owner‑operated and wholly owned by a single individual, a concentrated ownership structure noted in its initial registration filing, and it operates with a small advisory staff. The owner also maintains a licensed insurance practice and devotes a meaningful portion of time to insurance activities, and the brochure discloses the potential conflicts from that arrangement and describes how they are managed; the firm also discloses procedural features such as the ability, in some cases, to waive planning fees if clients implement recommendations through the firm.
Client services
Expertise
Fee options
Fixed fee of no more than $2,500 for financial planning, negotiable based on complexity and client needs
$25,000 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.65% $10,000,001+: 0.50%
Main office
212 River Street Box 738
Elk Rapids MI 49629
Advisors at this office
2
Most active in
Michigan
Also doing business as
Financial Planning Consultants Of Northern Michigan,Inc. · Wealth Personal
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
Advisors at this firm
Jessica S
Series 63, Series 66
Elk Rapids, MI
Wealth Personal
Jessica Socolovitch is a financial advisor with Wealth Personal, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked in various roles including as an independent insurance agent and at Bankers Life and its affiliates. Wealth Personal offers financial planning and investment management primarily to individual and high-net-worth clients, focusing on customized asset allocations supported by fundamental, technical, and cyclical investment analysis. The firm operates with a small staff and integrates insurance services alongside its advisory business.
Brian C
Series 65
Elk Rapids, MI
Wealth Personal
Brian Cannon is a financial advisor at Wealth Personal with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Planning Consultants Of Northern Michigan, Inc. since 2015. Outside of finance, he owns and operates Advanced Dock Solutions, a dock installation and removal business in Central Lake, Michigan. Wealth Personal is a supported firm serving clients with personalized financial planning and investment advice.
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