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Austin Kent

Advisor at Windrock Wealth Management

Updated today

Location

Ann Arbor, MI

Credentials

Series 65

Industry experience

2 years

About

Austin Kent is a financial advisor at Windrock Wealth Management in Ann Arbor, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Windrock, he worked at MariPau Wealth Management and has experience with Inveniam.io and several other firms. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm employs a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and offers clients access to private placement opportunities alongside standard advisory services.

Client services

Based on Windrock Wealth Management

Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Based on Windrock Wealth Management

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Windrock Wealth Management

Founder/Business Owner Executive

Fee options

Fixed

Flat fees for specific projects vary, examples include Basic Financial Plan: $5,000 to $10,000, Investment Analysis: $3,000 and up

Percentage

$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.25% $3,000,001 - $8,000,000: 0.90% $8,000,001 - $18,000,000: 0.70% $18,000,001+: 0.25%

Project-based

Hourly rates range from $200 to $500 per hour depending on the professional; examples include $500/hour for senior personnel

Performance-based

Performance-based fees typically up to 2.0% annual advisory fee and/or up to 30% of gains for qualified clients meeting criteria

Other

Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $1,875 for portfolios under $10 million; minimum quarterly fee of $12,500 for portfolios exceeding $10 million Fee-only: Fixed fees may be offered on a client-by-client basis, negotiated based on complexity and client needs, with minimum annual fees of $7,500 for Wealth Management and $50,000 for Family Office Solutions

Location

Ann Arbor, MI

Most active in

Michigan

Work history

Windrock Wealth Management

2025 - Present (1 year)

MariPau Wealth Management

2023 - 2025 (2 years)

Inveniam.io

2022 - 2025 (3 years)

ATOB

2021 - 2022 (1 year)

Foster & Motley, Inc.

2021 - 2021 (1 year)

Collier Financial

2020 - 2021 (1 year)

Vintage Financial

2020 - 2020 (1 year)

Health Data Specialists

2019 - 2020 (1 year)

Bright Edge

2019 - 2019 (1 year)

University of Michigan

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth Z

Series 63, Series 66

Ann Arbor, MI

Able Wealth Management Solutions LLC

Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

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

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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David A

Series 63, Series 65

Northville, MI

Wellsage Wealth Management LLC

David Adamse is a financial advisor at Wellsage Wealth Management LLC in Northville, MI, with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JP Morgan Chase & Co and Harman International. He is president of Wellsage Advisors LLC, a business advisory and consulting firm, and previously established MindMint Media LLC to create financial literacy materials, though that venture is currently dormant. Wellsage Wealth Management LLC provides discretionary portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, family offices, and small businesses. The firm emphasizes cost-efficient, long-term portfolio construction using low-cost ETFs and tailored allocations, complemented by a financial education program including seminars and workshops.

Retirement income strategy Tax-loss harvesting Concentrated stock management Options & derivatives strategies Business exit / sale strategy Executive Founder/Business Owner
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Samuel F

Series 66

Ann Arbor, MI

Fineberg Wealth Management, LLC

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Options & derivatives strategies Concentrated stock management
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