Advisor at Wealth For you Financial, LLC
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
Wealth For you Financial, LLC
Location
Grand Blanc, MI 48439
Credentials
Series 65
Industry experience
< 1 year
Gage Harris is a financial advisor at Wealth For You Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth For You Financial, he worked at Barnett Financial & Tax and held roles at Titan Wealth Advisors and Rochester Christian University. Outside of his advisory work, Harris teaches piano lessons on a flexible schedule. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, one-time consulting, and portfolio management. The firm uses customized strategies with model portfolios and third-party sub-advisers, managing approximately $53.2 million in client assets.
Based on Wealth For you Financial, LLC
Based on Wealth For you Financial, LLC
Comprehensive financial planning fixed fee ranges from $1,000 to $10,000 (negotiable); ongoing financial planning monthly fee ranges from $100 to $1,000 (negotiable)
Up to 2.00% annually, negotiable based on account size
$100 to $500 per hour for consulting services
8323 Office Park Dr
Grand Blanc, MI 48439
Michigan · North Carolina
Wealth For You Financial LLC
2025 - Present (1 year)
Barnett Financial & Tax
2024 - 2025 (1 year)
Rochester Christian University
2022 - 2024 (2 years)
Titan Wealth Advisors
2022 - 2024 (2 years)
Oakland University
2020 - 2022 (2 years)
Colony Cleaners
2018 - 2022 (4 years)
Everest Collegiate
2016 - 2020 (4 years)
Everest Academy
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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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J Wilson Wealth Management
Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.
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