Hantz Financial Services offers a comprehensive suite of financial services for individuals, businesses, and retirement plans. The firm provides financial planning through three main packages—Horizon Planning, Premier Planning, and Premier Business Planning—covering everything from basic budgeting and retirement projections to advanced tax planning, business accounting, and succession strategies. For investment management, Hantz Financial Services utilizes model portfolios built primarily with exchange-traded funds and mutual funds, often managed through turnkey asset management platforms and third-party managers. The firm also coordinates direct indexing services through partnerships and manages private equity opportunities for qualified clients. As a dually registered broker-dealer and investment advisor, Hantz Financial Services can implement recommendations through commission-based products or asset-based fees. The firm operates with various affiliates that offer related tax, insurance, banking, and real estate financing services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard investment management fees generally range between 0.20% and 1.00% based on account size and complexity. Additional model fees or third-party manager program fees may apply.