Advisor at Foguth Wealth Management, 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
Foguth Wealth Management, LLC.
Location
Brighton, MI 48116
Credentials
Series 65
Industry experience
4 years
Based on Foguth Wealth Management, LLC.
Based on Foguth Wealth Management, LLC.
$100 - $25,000 (one-time flat fees for project-based services); $799 for Estate Planning services including Trust&Will.com SaaS and notary
0.50% - 2.00% annually (negotiable, based on account size, composition, and services selected)
$100 - $300 per hour (hourly consulting or project-based services)
325 W. Main St.
Brighton, MI 48116
Michigan · Ohio
Foguth Wealth Management, LLC
2023 - Present (3 years)
CG Financial
2020 - 2023 (3 years)
Peckham, Inc
2019 - 2020 (1 year)
GSE Industrial Automation
2018 - 2019 (1 year)
Vivid Solar Solutions
2016 - 2016 (1 year)
Spring Arbor University
2014 - 2016 (2 years)
Student
2011 - 2017 (6 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.
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.
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.
Series 63, Series 66
Brighton, MI
Grit and Lavender Financial Planning
Series 63, Series 65
Brighton, MI
Wealth & Wellness Group, LLC
Series 65, Series 66
Brighton, MI
Fiducial Partners LLC
CFP®
Howell, MI
Cultivate Financial Wellness, LLC
Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.
CFP®, Series 63, Series 66
Brighton, MI
Summit Wealth Strategies Group, LLC
Series 65
Brighton, MI
Castle Wealth Group Investments LLC
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