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
28345 Beck Rd, Ste 411, Wixom, MI 48393
https://www.facebook.com/harborlightplanning/
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Harbor Light Planning
Showing 1 - 2 of 2 top financial advisors.
1
Kelly Adams, financial advisor Wixom MI
Kelly L. Adams
CRD#: 2803401
28345 Beck Rd, Ste 411, Wixom, MI 48393

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, financial advisor Wixom MI
Jarryd D. Smith
CRD#: 7404962
28345 Beck Rd, Ste 411, Wixom, MI 48393

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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