# Hantz Financial Services, Inc.

> Hantz Financial Services, Inc. is an SEC-registered investment advisory firm in Southfield, MI, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 46047
- Filed as: HANTZ FINANCIAL SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southfield, MI
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/46047
- AdvisorCensus page: https://advisorcensus.com/firm/hantz-financial-services-inc-southfield-mi-46047

## Quick answers

**How is Hantz Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hantz Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Hantz Financial Services, Inc. charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $100 to $300 an hour (project-based service requested and professional knowledge required to…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hantz Financial Services, Inc. located?**
Hantz Financial Services, Inc.'s principal office is in Southfield, MI, according to its Form ADV; the October 2026 filing also lists 19 other offices (Schedule D, Section 1.F).

**Is Hantz Financial Services, Inc. registered with the SEC or a state?**
Hantz Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 46047.

**How much does Hantz Financial Services, Inc. manage?**
Hantz Financial Services, Inc. reports $10,000,548,132 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (90% discretionary).

**How have Hantz Financial Services, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Hantz Financial Services, Inc.: Regulatory assets under management: $4,192,603,583 in the October 2021 data and $10,000,548,132 in the October 2026 data, up 139%. Total employees: 312 in October 2021 and 435 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hantz Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21,201); high net worth individuals (2,423); charitable organizations (230).

**Which custodians does Hantz Financial Services, Inc. use?**
Hantz Financial Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hantz Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/46047

**What changed in Hantz Financial Services, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Changed its office addresses in Saginaw, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Hourly rate: $100 to $300 an hour (project-based service requested and professional knowledge required to…)

> Hourly rates typically range from $100 per hour to $300 per hour. Flat one-times typically range from $100 to $30,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $10,000,548,132
- Discretionary: $8,985,252,982
- Non-discretionary: $1,015,295,150

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21,201 | $5,425,191,699 |
| High net worth individuals | 2,423 | $4,498,854,879 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $12,715,898 |
| Charitable organizations | 230 | $15,137,778 |
| Corporations or other businesses not listed above | 191 | $48,647,878 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 435 total, 333 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ann Arbor, MI
- Bay City, MI
- Canton, MI
- Clinton Township, MI
- Davison, MI
- Grandville, MI
- Independence, OH
- Marquette, MI
- Maumee, OH
- Midland, MI
- Mt. Pleasant, MI
- Okemos, MI
- Romeo, MI
- Saginaw, MI
- Sault Ste. Marie, MI
- Taylor, MI
- Tecumseh, MI
- Traverse City, MI
- Willoughby, OH

### Websites listed on Form ADV (Item 1.I)
- hantzgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,192,603,583 | 312 | March 31, 2021 |
| October 2022 | $5,652,197,703 | 318 | March 17, 2022 |
| October 2023 | $4,901,997,615 | 355 | March 18, 2023 |
| October 2024 | $6,388,759,865 | 370 | August 29, 2024 |
| October 2025 | $7,817,501,016 | 402 | March 18, 2025 |
| October 2026 | $10,000,548,132 | 435 | September 8, 2026 |

Regulatory assets under management: $4,192,603,583 in the October 2021 data and $10,000,548,132 in the October 2026 data, up 139%.
Total employees: 312 in October 2021 and 435 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Changed its office addresses in Saginaw, MI.

### May 2026
- Added an office in Ann Arbor, MI.

### April 2026
- Employees performing advisory functions went from 293 to 333.
- Regulatory assets under management went from $7,817,501,016 to $10,000,548,132 (+28%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hantz Financial Services, Inc. (CRD 46047): Form ADV filing data as of October 2026.