Advisor at Henrickson Nauta Wealth Advisors, Inc.
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Firm
Henrickson Nauta Wealth Advisors, Inc.
Location
Belmont, MI 49306
Credentials
Series 63, Series 65
Industry experience
28 years
Shawn Healy is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 28 years of industry experience. He previously worked at Fifth Third Securities for 21 years before joining Henrickson Nauta Wealth Advisors in 2023. He holds Series 63 and Series 65 licenses and is involved in insurance sales outside of his advisory role. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–informed approach to create customized portfolios and offers additional services such as family office support and business succession planning.
Based on Henrickson Nauta Wealth Advisors, Inc.
Financial planning or consulting services fixed fees ranging from $500 to $25,000, negotiable depending on complexity
$0 - $500,000: 1.85% $500,001 - $1,000,000: 0.90% $1,000,001 - $4,000,000: 0.65% $4,000,001+: 0.45%
Certain Advisory Persons may earn commissions from insurance sales and supervised persons may implement securities transactions under separate commission-based arrangements.
$100 to $300 per hour, negotiable depending on complexity
2325 Belmont Center Dr. Ne, Suite A
Belmont, MI 49306
Michigan
Henrickson Nauta Wealth Advisors, Inc.
2023 - Present (3 years)
Fifth Third Securities
2002 - 2023 (21 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.
Verified by Warmer
Series 7, Series 66
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Ameriprise
My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.
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