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
Mt. Pleasant, MI 48858
Credentials
Series 66
Industry experience
< 1 year
Maxwell Spiess is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Mallory Building, Family Farm and Home, Central Michigan University, and Ovid-Elise High School. 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 and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by affiliated financial and consulting businesses.
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
2185 E. Pickard, Suite A
Mt. Pleasant, MI 48858
Michigan
Hantz Financial Serivces
2025 - Present (1 year)
Mallory Building
2024 - 2024 (1 year)
Family Farm and Home
2023 - 2023 (1 year)
Central Michigan University
2022 - 2025 (3 years)
Mallory Building
2022 - 2022 (1 year)
Ovid-Elise High School
2015 - 2022 (7 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.
Series 65
Mt Pleasant, MI
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RFM Financial Solutions, LLC
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RFM Financial Solutions, LLC
Series 66
Mt. Pleasant, MI
Fairway Investment Group, LLC
Series 65
Mt. Pleasant, MI
Hantz financial Services, Inc.
Series 63, Series 66
Mount Pleasant, MI
Bankers Life Advisory Services, Inc.
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