Harbor Light Planning

Harbor Light Planning (CRD# 129022) is a financial advisory firm headquartered in Novi, MI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • 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)
  • Publication of periodicals or newsletters
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.


Financial Advisors at Harbor Light Planning
Showing 1 - 1 of 1 top financial advisors.
Kelly L. Adams
CRD#: 2803401
42705 Grand River Ave, Ste 201, Novi, MI 48375

Kelly Adams (CRD# 2803401) is an Investment Advisor Representative working at Harbor Light Planning in Novi, MI and has over 21 years of experience in the finance industry. Kelly Adams 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.

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