Harbor Light Planning
Harbor Light Planning (CRD# 129022) is a financial advisory firm headquartered in Wixom, MI. They manage $90,625,478 in 300 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management91MILLION
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Total Number of Accounts300ACCOUNTS
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Average Account Value$302,085
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Harbor Light Planning
1
Kelly Adams (CRD# 2803401) is an Investment Advisor Representative working at Harbor Light Planning in Wixom, MI and has over 27 years of experience in the finance industry.
2
Jarryd Smith (CRD# 7404962) is an Investment Advisor Representative working at Harbor Light Planning in Wixom, MI and has over 2 years of experience in the finance industry.
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