Be advised. This firm is no longer registered.

Minder Planning Group, LLC

Minder Planning Group, LLC (CRD# 150447) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $16,390,030 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
498 Reid Rd., Suite 7, Grand Blanc, MI 48439
https://www.minderplanninggroup.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $252,154
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Minder Planning Group, LLC
No Advisor Found.

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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