Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
5
of 6 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
Embark Financial Partners is a registered investment adviser that provides financial planning and consulting to individuals, trusts, retirement plans and business clients. The firm does not manage client assets or take custody; its advisory services are delivered through written financial plans and consultations rather than discretionary portfolio management.
The firm says it tailors advice to clients’ objectives and allows reasonable restrictions on holdings, and it offers periodic plan reviews with updates on request. Although Embark does not implement trades for clients, its brochure describes using technical and quantitative analysis as inputs to its advice and planning work.
Notably, Embark does not charge percentage-of-assets-under-management fees and reports no assets under management, a practice that is uncommon for firms in this regulatory category. Representatives are dually registered with a broker-dealer and hold insurance licenses, and the firm discloses potential conflicts from commissionable product sales and limitations tied to broker-dealer–approved offerings while stating steps to mitigate those conflicts.
Flat fees charged in advance for financial planning and consulting, negotiable, up to $20,000 annually
Representatives may earn commissions as registered representatives of LPL for securities sales outside advisory accounts
Hourly fee used for calculation of refunds upon termination before plan delivery; exact rates stated in agreements
Fee-only: Flat fee basis for financial planning and consulting services, negotiable, not to exceed $20,000 annually
Embark Financial Partners
380 W Western Avenue, Suite 250
Muskegon MI 49440, United States
Number of offices
2
Michigan
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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 66
Muskegon, MI
Embark Financial Partners
Series 66
Muskegon, MI
Embark Financial Partners
CFP®, Series 63, Series 65
Muskegon, MI
Embark Financial Partners
CFP®, Series 66
Muskegon, MI
Embark Financial Partners
CFP®, Series 66
Muskegon, MI
Embark Financial Partners
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