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Cory Hamlin

2 Years of Experience
Shelby Township, MI
Sells Insurance

Cory Hamlin is a registered investment advisor at Foguth Wealth Management, LLC., based in Shelby Township, MI, with 2 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,690 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
2,690 clients
Average Client Portfolio
$398K average
Assets Under Management
$1.1B

Fee Structure

Planning is included in investment management

Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.

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Location

45958 Schoenherr Rd, Shelby Township, MI, 48315

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Cory works as an insurance agent for Kaizen Financial, Inc. since April 2025, dedicating about half of his time to this activity.

Employment History
Current Registrations
Foguth Wealth Management, LLC.
July 2026 - Present · 3 mos
Previous Registrations
Kaizen Wealth Management, LLC
October 2023 - June 2026 · 2 yrs 8 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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