# Cultivate Financial Wellness, LLC

Cultivate Financial Wellness, LLC is a RIA based in Howell, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Howell, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Assets under management:** Undisclosed
- **Website:** https://cultivatefinancialwellness.com
- **LinkedIn:** https://www.linkedin.com/company/cultivatemyfw

## Regulatory record

- **CRD number:** 308633
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308633

## About

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.

## Sectors

- Financial Services
- Wealth Management

## 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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Last updated: 2026-06-03T20:00:00.000Z

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