A
Affluent Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
240
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
240
Very HighAverage account size
$0
About
Affluent Solutions, LLC serves individuals and high-net-worth clients, providing financial planning, investor coaching, and advisory referrals. The firm prepares a one-time Portfolio MRI analysis for new clients, and its principal is a licensed insurance agent who may offer insurance products as part of client plans.
Affluent Solutions does not manage portfolios directly; it refers all investment management to an unaffiliated SEC-registered adviser, Matson Money, and acts as a co-adviser and client liaison. Clients who follow that referral generally grant investment discretion to the outside manager, which operates a wrap program and places accounts into fund-of-funds strategies and requires liquidation of existing positions to open an account.
The firm is unusual among solo independent advisers in servicing about 240 clients while reporting zero assets under management, a pattern that reflects its referral/co-advisory model rather than direct custody or trading authority. Its combination of a standardized Portfolio MRI offering, the principal’s insurance activity (with potential commission conflicts), and the mandatory account liquidation policy of the outside manager distinguishes its business model from many peers.
Client services
Financial planning
Selection of other advisers
Expertise
Wealth management
Fee options
Portfolio MRI® flat fee $500 (negotiable); other flat fees negotiable
0.99% annually, payable quarterly in advance
$150 per hour, negotiable
Account minimum: $25,000 Minimum fee: Portfolio MRI® one-time fee of $500, negotiable
Main office location
Affluent Solutions, LLC
Beverly Hills MI, United States
Number of offices
1
Most active in
Affluent Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")