Advisor at Wordhouse Wealth Coaching
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Firm
Wordhouse Wealth Coaching
Location
Wayland, MI
Credentials
Series 65
Industry experience
15 years
Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.
Based on Wordhouse Wealth Coaching
Based on Wordhouse Wealth Coaching
$0 - $500,000: 0.84% $500,000 - $1,000,000: 0.75% $1,000,000 - $4,000,000: 0.60% $4,000,000+: 0.39%
Account minimum: $10 Fee-only: Fee-only advisor; no commissions for selling products.
Wayland, MI
California · Georgia · Indiana · Maryland · Michigan · Ohio · Oregon · Texas · Washington
Wordhouse Wealth Coaching, LLC
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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