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Hartwell Wealth Management, LLC

Financial Advisor serving Saint Joseph, Michigan

📍 800 Port St Ste D, Saint Joseph, MI 49085
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📍 800 Port St Ste D, Saint Joseph, MI 49085

About Hartwell Wealth Management, LLC

Hartwell Wealth Management, LLC is a financial advisor located in Saint Joseph, Michigan. As a local financial advisor, they serve Saint Joseph and surrounding communities in Michigan. Contact them through ProHorizon for a free quote.

Financial professionals in Saint Joseph should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Michigan securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Saint Joseph

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Saint Joseph may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Saint Joseph

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Frequently Asked Questions

How much does a financial advisor cost in Saint Joseph?
Financial Advisors in Saint Joseph typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Saint Joseph?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Saint Joseph to choose from.
Does Hartwell Wealth Management, LLC offer free quotes?
Contact Hartwell Wealth Management, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.