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Brett Gehringer

Advisor at Hantz financial Services, Inc.

Updated today

Location

Midland, MI 48642

Credentials

Series 63, Series 65

Industry experience

20 years

About

Brett Gehringer is a financial advisor at Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Hantz Financial Services since 2006. Outside of his advisory role, he is the owner of Fivesixteen Properties, LLC, a commercial property management business. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm uses model-driven ETF strategies alongside separately managed and unified managed accounts, and offers expanded implementation capabilities through affiliated entities such as a trust company, tax consulting, and insurance and mortgage origination services.

Client services

Based on Hantz financial Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Hantz financial Services, Inc.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Hantz financial Services, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Flat one-time fees for retirement plan consulting services range from $100 to $30,000; Premier Business Planning Service starts at $1,320 annually

Percentage

$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%)

Commissions

Brokerage commissions for securities transactions; 12b-1 fees and insurance commissions also received

Project-based

Hourly rates typically range from $100 to $300 per hour for retirement plan consulting and other services

Performance-based

Private fund management fees may include performance participation (carried interest) and other fees as disclosed in fund documents

Other

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

Location

2205 Ridgewood Drive

Midland, MI 48642

Most active in

Florida · Michigan · North Carolina · Ohio · Texas

Work history

Hantz Financial Services, Inc.

2006 - Present (20 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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Tyler L

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Midland, MI

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Cash flow / budgeting Debt management General estate planning guidance General tax planning Passive / index investing
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Bay City, MI

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General retirement planning Cash flow / budgeting Life insurance needs analysis
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Midland, MI

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David B

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Saginaw, MI

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