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Cultivate Financial Wellness, LLC
CULTIVATE FINANCIAL WELLNESS, LLC is a state-registered investment adviser in Howell, MI. The firm manages $17 million in regulatory assets under management...
Overview
CULTIVATE FINANCIAL WELLNESS, LLC is a state-registered investment adviser in Howell, MI. The firm manages $17 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Howell
Corporate office
Nashville, TN, United States
Sector focus
Frequently asked questions
What services does Cultivate Financial Wellness provide?
The firm offers comprehensive financial planning, including cash-flow management, retirement planning, investment advisory, and tax-efficient strategies. It operates as a fee-only RIA, meaning no commissions are earned from product sales.
Is Cultivate Financial Wellness a fiduciary?
Yes. As a registered investment advisor, Cultivate Financial Wellness is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary. This means it must prioritize client interests over its own, a standard not required of brokers.
How does Cultivate Financial Wellness charge for its services?
The firm charges fees based on a percentage of assets under management or a flat retainer for financial planning, typical for fee-only RIAs. It does not earn commissions from insurance or investment product sales.
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