Gary Haapala is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Brighton, MI, with 13 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.
Fee Estimator
Location
Brighton, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gary is a 25% owner and member of MCAH LLC, a group home rental business, dedicating minimal time. He is also an Investment Advisor Representative for 24 Financial LLC, which is a DBA for his investment advisory activities with Wealthcare Advisory Partners LLC, and this is a full-time position.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Arbor Trust Wealth Advisors, LLC
LPL Financial LLC
State Registrations1 state
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
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