HANTZ FINANCIAL SERVICES, INC.
SEC RegisteredCreating inspiring financial outcomes for busy professionals and active retirees with our holistic approach
About the firm
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. For the individual, they offer a Family Office of services tailored to needs and goals, ranging from cash flow analysis and lending strategies to insurance, investments and tax planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax planning, property & casualty insurance, life/long-term care/disability insurance, lending strategies, cash flow analysis, estate planning, financial planning, and asset management
Who they serve
Busy professionals, active retirees, individuals, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 21,201 | $5.4B |
| High Net Worth Individuals | 2,423 | $4.5B |
| Charitable Organizations | 25 | $13M |
| State/Municipal Entities | 230 | — |
1,861 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
Showing 100 of 391
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HANTZ FINANCIAL SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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