Advisor at Plante Moran financial advisors
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
Plante Moran financial advisors
Location
Southfield, MI 48075
Credentials
CFP®, Series 65
Industry experience
4 years
Hannah Huehn is a CFP® and holds a Series 65 license, with four years of experience in financial advising. She has worked at Plante Moran Financial Advisors since 2018, with prior roles including positions at Michigan State University and Adient. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm focuses on strategic asset allocation, manager selection, and uses a variety of analytical methods to guide equity allocations, managing a significant portion of its assets on a non-discretionary basis.
Based on Plante Moran financial advisors
Fixed fees available for nonrecurring services and seminars/workshops; varies by engagement
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
Standard hourly rates range from $110 to $450
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for clients subject to fee schedule
3000 Town Center, Suite 100
Southfield, MI 48075
Michigan
Plante Moran Financial Advisors
2019 - Present (7 years)
None
2019 - 2019 (1 year)
Michigan State University
2018 - 2019 (1 year)
Plante Moran Financial Advisors
2018 - 2018 (1 year)
Michigan State University
2018 - 2018 (1 year)
Adient
2017 - 2017 (1 year)
Michigan State University
2016 - 2017 (1 year)
Michigan State University
2015 - 2019 (4 years)
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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