Advisor at Hantz financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hantz financial Services, Inc.
Location
Tecumseh, MI 49286
Credentials
Series 63, Series 65
Industry experience
4 years
Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hantz Financial Services since 2021. His prior experience includes roles at Alro, Quicken Loans, and Wayne State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a broad range of financial planning, portfolio management, and retirement-plan advisory services.
Based on Hantz financial Services, Inc.
Based on Hantz financial Services, Inc.
Flat one-time fees for retirement plan consulting services range from $100 to $30,000; Premier Business Planning Service starts at $1,320 annually
$0+: 0.20% Model Fee on assets allocated to Dynamic ETF Models $0+: 0.20% Model Fee on assets allocated to Active ETF Models $0+: 0.20% Model Fee on assets allocated to Index ETF Models $0+: 0.20% Model Fee on assets allocated to Direct Indexing Models $0+: Portfolio Management standard fee range 0.20% - 1.00% annually $0+: Third-Party SMA advisory fee range 0.12% to 1.00% plus additional SMA Program Fees (0.25% to 1.00%)
Brokerage commissions for securities transactions; 12b-1 fees and insurance commissions also received
Hourly rates typically range from $100 to $300 per hour for retirement plan consulting and other services
Private fund management fees may include performance participation (carried interest) and other fees as disclosed in fund documents
Minimum fee: Financial Planning: Horizon and Premier Planning Services fees specified in agreement; Premier Business Planning Service generally starts at $1,320 annually Fee-only: Financial planning fees (fixed or negotiable fees) and hourly consulting fees available
5200 Milwaukee Road
Tecumseh, MI 49286
Michigan
Hantz Financial Services
2021 - Present (5 years)
Alro
2019 - 2021 (2 years)
Edu Staff
2018 - 2019 (1 year)
Quicken Loans
2018 - 2018 (1 year)
Quikcken Loans
2017 - 2017 (1 year)
White Star Movers
2016 - 2016 (1 year)
Wayne State University
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Manchester, MI
Diversified Consumer Planning
CFP®
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Foresight Capital Management Advisors, Inc.
CFP®, PFS™
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CFP®
Saline, MI
Foresight Capital Management Advisors, Inc.
Series 66
Adrian, MI
Fairway Investment Group, LLC
ChFC®, Series 65
Saline, MI
Altitude Capital Management LLC
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