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).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $117,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Avery Wealth, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel A. Reese
CRD#: 4235684
2540 Spring Arbor Road, Jackson, MI 49203
96
Wealthminder
score

Daniel Reese (CRD# 4235684) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 16 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.

2
Brent T. Oliver
CRD#: 6259645
2540 Spring Arbor Road, Jackson, MI 49203
89
Wealthminder
score

Brent Oliver (CRD# 6259645) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 3 years of experience in the finance industry.

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