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ChFC

Patrick Flynn

Wealthspire Retirement Advisory
25 Years of Experience
Troy, MI
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Patrick Flynn is a ChFC-designated registered investment advisor at Wealthspire Retirement Advisory, based in Troy, MI, with 25 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,532 clients with $39B in assets under management.

Wealthspire Retirement Advisory
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
147 advisors
Number of Clients
7,532 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$38.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3001 W. Big Beaver Road, Suite 100, Troy, MI, 48084

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History

Regulatory History (1)
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Criminal
October 2013
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Patrick is a licensed life, health, and accident insurance broker since 1990, dedicating nearly full-time hours to this activity. He is also a passive investor in a medical device company and a real estate group.

Employment History
Current Registrations
Wealthspire Retirement Advisory
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Spc
May 2016 - December 2018 · 2 yrs 7 mos
NFP Securities, INC.
October 2010 - July 2014 · 3 yrs 9 mos
NFP Securities, INC.Broker
January 1998 - July 2014 · 16 yrs 6 mos
Haas Financial Products, INC.Broker
April 1996 - December 1997 · 1 yr 8 mos
Vestax Securities CorporationBroker
October 1994 - May 1996 · 1 yr 7 mos
Northwestern Mutual Investment Services, INC.Broker
November 1993 - October 1994 · 11 mos
Robert W. Baird & CO. IncorporatedBroker
November 1993 - October 1994 · 11 mos
New England SecuritiesBroker
April 1993 - September 1993 · 5 mos
Forth Financial Securities, CorporationBroker
February 1993 - April 1993 · 2 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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