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Craig Adams

Advisor at Confidential Management Advisors, Inc.

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Confidential Management Advisors, Inc. logo

Firm

Confidential Management Advisors, Inc.

Location

Troy, MI 48084

Credentials

Series 63, Series 65

Industry experience

54 years

About

Craig Adams is a financial advisor with Confidential Management Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked with several related firms since 1991 and spent 25 years at Ficast Corporation. Adams is also a licensed insurance agent. Confidential Management Advisors provides investment supervisory and non-supervisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses proprietary financial forecasting models to create client-specific asset allocations and combines passive, active, tactical, and dynamic investment approaches, occasionally allocating to third-party advisers selected through a rigorous screening process.

Client services

Based on Confidential Management Advisors, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Confidential Management Advisors, Inc.

Active portfolio management Passive / index investing Tax-loss harvesting

Fee options

Fixed

Maximum flat fee of $5,500 for PRM "Executive Summary & Guidebook" report series.

Percentage

$25,000 - $250,000: 1.50% $250,001 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001+: Negotiable

Commissions

Commission-based compensation received by registered representatives for securities and insurance product sales, separate from advisory fees.

Project-based

Up to $450 per hour for "Special Issue" report services.

Other

Fee-only: Advisory fees paid quarterly in advance based on assets under management; flat fee up to $5,500 for PRM "Executive Summary & Guidebook"; hourly rate up to $450 for "Special Issue" reports; fees negotiable.

Location

1700 West Big Beaver, Suite 320

Troy, MI 48084

Most active in

Michigan

Work history

Ficast Corporation

1999 - 2024 (25 years)

Confidential Management Services, Inc.

1991 - Present (35 years)

Confidential Management Advisors, LLC

1991 - Present (35 years)

Confidential Management Financial Services, Inc.

1991 - Present (35 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 Founder/Business Owner Executive Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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John C

Series 63, Series 65

Grosse Pointe Farms, MI

Conway Asset Management, Inc.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
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