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Brad Rohde

Advisor at Foguth Wealth Management, LLC.

Updated today
Foguth Wealth Management, LLC. logo

Firm

Foguth Wealth Management, LLC.

Location

Brighton, MI 48116

Credentials

Series 65, Series 66

Industry experience

19 years

Client services

Based on Foguth Wealth Management, LLC.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Foguth Wealth Management, LLC.

Tax-loss harvesting Roth conversion strategy Income planning

Fee options

Fixed

$100 - $25,000 (one-time flat fees for project-based services); $799 for Estate Planning services including Trust&Will.com SaaS and notary

Percentage

0.50% - 2.00% annually (negotiable, based on account size, composition, and services selected)

Project-based

$100 - $300 per hour (hourly consulting or project-based services)

Location

325 W. Main St.

Brighton, MI 48116

Most active in

Michigan

Work history

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

FIDELITY Brokerage Services LLC

2015 - Present (11 years)

Disclosures

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

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Philip M

Series 65

Lake Orion, MI

PDM Investment Services, LLC

Retirement income strategy Social Security optimization Tax-loss harvesting Active portfolio management Income planning
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Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Active portfolio management Options & derivatives strategies
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Kevin B

Series 66

Bloomfield Hills, MI

KB Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k)
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Scott H

CFP®, Series 63, Series 65

Bloomfield Hills, MI

Heath Capital Management, Inc.

Active portfolio management
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Jefferson M

Series 63, Series 65

Bloomfield Hills, MI

Mirror Lake Wealth Management, LLC

Active portfolio management Options & derivatives strategies
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