Minder Planning Group, LLC

Minder Planning Group, LLC (CRD# 150447) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $14,009,337 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $147,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, TX

Financial Advisors at Minder Planning Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Minder
CRD#: 2748581
498 E. Reid Rd., Suite 7, Grand Blanc, MI 48439
100
Wealthminder
score

Mark Minder (CRD# 2748581) is an Investment Advisor Representative working at Minder Planning Group, LLC in Grand Blanc,  MI and has over 19 years of experience in the finance industry.

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