AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresNational

Hantz Financial Services, INC.

Hantz Financial Services, INC. is a fee-based, SEC-registered investment adviser in Southfield, Michigan, registered with the SEC since 2015, managing approximately $10.0B. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #46047 · SEC #801-106859 · SEC-registered since 2015 (11 yrs) · Last filing data January 1, 2026

AUM
$10.0B

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
1,861

Form ADV 5.C — may be institutional

Employees
435

333 advisers

Assets per adviser

$30Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

From hantzgroup.com

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Overview

AI-generated summary

Hantz Financial Services, INC. is a fee-based, SEC-registered investment adviser based in Southfield, Michigan. It reported approximately $10.0B in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
46047
SEC #
801-106859
Headquarters
Southfield, MI
Employees
435

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$10.0B
Assets under management by year
YearReported AUM
2026$10.0B

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Hantz Financial Services, INC. reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Hantz Financial Services, INC. a fiduciary?+

Yes. Hantz Financial Services, INC. is an SEC-registered investment adviser (CRD #46047), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Hantz Financial Services, INC. compensated?+

Hantz Financial Services, INC. reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Hantz Financial Services, INC. manage?+

Hantz Financial Services, INC. reported approximately $10.0B in regulatory assets under management as of its most recent Form ADV filing.

Does Hantz Financial Services, INC. have any disclosures?+

Hantz Financial Services, INC. reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Hantz Financial Services, INC. has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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