Avery Wealth, Inc.
Avery Wealth, Inc. (CRD# 147943) is a financial advisory firm headquartered in Jackson, MI. They manage $45,729,576 in 389 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts389ACCOUNTS
Average Account Value$117,557
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Daniel Reese (CRD# 4235684) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 17 years of experience in the finance industry. Daniel Reese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brent Oliver (CRD# 6259645) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 4 years of experience in the finance industry.