Colin Overweg
Advisor at Advize Wealth Management
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.
Advisor at Advize Wealth Management
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
Advize Wealth Management
Location
Rochester, MI 48307
Credentials
CFP®, Series 66
Industry experience
11 years
Colin Overweg is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Advize Wealth Management in Rochester, MI, where he has worked since 2018, following roles at Waddell & Reed, Inc. and Cetera Advisors LLC. He is also licensed to sell life and health insurance and may receive additional compensation from these sales. Advize Wealth Management serves individual and high-net-worth clients with wealth management, investment management, financial planning, and employee benefit plan advisory services. The firm emphasizes asset allocation and predominantly passive investing, utilizing index funds, ETFs, and technology-driven model portfolios.
Based on Advize Wealth Management
Based on Advize Wealth Management
Project-Based Financial Planning fixed fees range from $500 to $20,000
$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: Flat $18,000 per year
Minimum fee: Minimum annual fees of $1,200 for individuals and $1,800 for couples for Comprehensive Financial Planning Services Fee-only: Fixed fees for Comprehensive Ongoing Financial Planning ranging from $1,200 to $20,000; Project-Based Financial Planning fees range from $500 to $20,000
429 S. Main Street
Rochester, MI 48307
California · Michigan · Texas
WealthSource Partners, LLC
2022 - 2022 (1 year)
Advize Wealth Management, PLLC
2020 - Present (6 years)
Advize Wealth Management, PLLC
2018 - 2020 (2 years)
Waddell & Reed, Inc.
2016 - 2018 (2 years)
Cetera Advisors LLC
2014 - 2016 (2 years)
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Is not 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
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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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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