Hudson Whitmore
Hudson Whitmore is a ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Okemos, MI, with 26 years of industry experience. Hudson 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 22,039 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hantz Financial Services offers investment management services where they manage your investments based on your needs and goals. The annual fee is a percentage of your portfolio, typically between 0.20% and 1.00%, but this is negotiable. There is also a model fee of 0.20% for Dynamic, Active, and Index ETF model portfolios. For separately managed accounts, Hantz charges an advisory fee from 0.12% to 1.00% plus a program fee that varies based on assets under management starting at 0.60% down to 0.54%.
Location
3450 Alaiedon Parkway, Okemos, MI, 48864
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Regulatory History (1)
Customer Dispute
April 2017Other Business Activities
Hudson is a baseball coach at Haslett High School since February 2021. This takes about a quarter of his time, mostly outside of market hours.
Employment History
Current Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations10 states
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.