EverythingHR Financial Services LLC

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Client assets under management

$23,000,000

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$255,556

About

EverythingHR Financial Services LLC provides ongoing portfolio management and investment-advisory services to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business entities. The firm reports roughly $23 million in assets under management across about 90 client accounts and is operated by a small team of two advisors offering Investment Policy Statements and regular portfolio monitoring.

EFSL’s investment process centers on client‑specific Investment Policy Statements and uses modern portfolio theory, quantitative analysis, and technical analysis to support a long‑term trading approach, with quarterly reporting delivered through the custodian. Although advisory agreements may request discretionary authority, the firm’s December 2025 brochure reports all $23 million as managed on a non‑discretionary basis and notes that clients are required to custody assets at Schwab Institutional.

Notable distinctions in the brochure include that EFSL acts as sponsor and portfolio manager of a wrap fee program—a structure used by a small minority of similar firms—while stating wrap accounts are managed the same as non‑wrap accounts. The brochure also discloses multiple outside business activities (a licensed insurance practice, an HR/PEO business, and a workforce training institute), an explicit policy of not aggregating trades, and a firm requirement to use a specific custodian, all of which can affect trade execution, potential conflicts of interest, and client choice relative to many peers.

Client services

Portfolio management

Expertise

Wealth management Real estate investing Annuities Passive / index investing

Fee options

Percentage

$1 - $2,000,000: 1.50% $2,000,001 - And Up: 1.25%

Main office location

EverythingHR Financial Services LLC

1055 South Blvd E Suite 225

Rochester Hills MI 48307, United States

Number of offices

Most active in

California · Michigan · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (586) 461-1400

Advisors at this firm

Felicia H

CFP®, Series 63, Series 65

Rochester Hills, MI

EverythingHR Financial Services LLC

Felicia Harris is a CFP® with 32 years of industry experience, currently serving at EverythingHR Financial Services LLC since 2017. She previously worked at Ameriprise Financial Services, Inc. beginning in 2009. Outside of financial advising, Harris is involved in human resources consulting and workforce development through ownership of El Shaddai Consulting LLC and related entities. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm manages approximately $23 million in assets across about 90 client accounts, emphasizing client-specific Investment Policy Statements and a long-term trading approach supported by quantitative and technical analysis.

Wealth management Real estate investing Annuities Passive / index investing

Elmo W

Series 63, Series 65

Rochester Hills, MI

EverythingHR Financial Services LLC

Elmo Wedderburn is a financial advisor with EverythingHR Financial Services LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes a decade at Charles Schwab and an ongoing role at Southwest Airlines. Outside of his advisory duties, he serves on the board of a charter school in Oakland, CA, and participates as an industry arbitrator in FINRA arbitration proceedings. EverythingHR Financial Services LLC provides portfolio management and investment-advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs client-specific Investment Policy Statements and combines modern portfolio theory with quantitative and technical analysis to support a long-term, non-discretionary trading approach.

Wealth management Real estate investing Annuities Passive / index investing

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