Advisor at Hantz financial Services, Inc.
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
Hantz financial Services, Inc.
Location
Davison, MI 48423
Credentials
Series 66
Industry experience
2 years
Jacob Porrett is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.
Based on Hantz financial Services, Inc.
Based on Hantz financial Services, Inc.
Flat one-time fees for retirement plan consulting services range from $100 to $30,000; Premier Business Planning Service starts at $1,320 annually
$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%)
Brokerage commissions for securities transactions; 12b-1 fees and insurance commissions also received
Hourly rates typically range from $100 to $300 per hour for retirement plan consulting and other services
Private fund management fees may include performance participation (carried interest) and other fees as disclosed in fund documents
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
625 South State Road
Davison, MI 48423
Michigan
Hantz Financial Services
2023 - Present (3 years)
University of Michigan - Flint
2021 - 2023 (2 years)
Mott Community College
2018 - 2020 (2 years)
Culver's
2018 - 2022 (4 years)
South Baptist Church
2016 - 2018 (2 years)
Home Schooled
2014 - 2018 (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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Davison, MI
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.
Series 63, Series 65
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Series 66
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CFP®, Series 63, Series 65, Series 66
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Security First Financial
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