Hantz Group

What Hantz Group does

Hantz Group, Inc. is a privately held, full-service financial holding company headquartered at 26200 American Drive in Southfield, Michigan. Founded in 1998 by John Hantz, the company operates more than 20 offices across Michigan and Ohio and employs 600+ staff, serving primarily busy professionals and active retirees with a bundled, holistic Family Office model spanning eight financial disciplines: financial planning, asset management, tax planning, property and casualty insurance, life/long-term care/disability insurance, lending strategies, cash flow analysis, and estate planning. Revenue is generated across five streams: recurring financial advisory fees, asset management fees (including the newly launched American Drive Model Portfolios), insurance product commissions through Hantz Agency and Plus Agency, tax preparation and planning fees through Hantz Tax and Business, and mortgage/lending transaction fees via Hantz Financial Services, Inc. (NMLS ID 167864).

The company's core technology platform is Hantz 360°, launched in November 2017 as a white-labeled version of eMoney Advisor that maintains a real-time picture of each client's financial situation and enables coordination between tax specialists and investment advisors. Supporting tools include the Hantz Group Family Office App (iOS and Android, October 2019), the Hantz Fast App for automated underwriting (July 2020), a digital Proposal Tool with quantitative Risk Number calculation (July 2018), and electronic application processing (March 2017). Hantz Financial Services, Inc. operates as a SEC-registered investment advisor (since November 2015) and FINRA/SIPC member broker-dealer. The American Drive Model Portfolios (ADMP) launched in October 2023 as a proprietary suite of actively managed ETF model portfolios.

The firm distributes services through a field advisory network across Michigan and Ohio offices, supplemented by self-serve client portals and the mobile app. Go-to-market is sales-led, relying on direct advisor relationships, referrals (the website contact form tracks referral sources), and channel partnerships including Credit Union One (June 2019) and SERA State Employee Retirees Association (March 2015). Pricing is quote-based and tailored to client complexity, with no publicly disclosed fee schedule. The holding company structure spans approximately 20 wholly owned subsidiaries covering financial services, insurance, technology, real estate, aviation (Hantz Air), golf operations, and charitable activities (Hantz Foundation), and Hantz Software, LLC holds a granted patent on a multi-company business accounting system.

Name

Hantz Group

Legal name

Hantz Group, Inc.

Website

https://hantzgroup.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Hantz Group is a privately held, SEC-registered financial holding company based in Southfield, Michigan, operating 20+ offices across Michigan and Ohio with 600+ employees serving busy professionals and active retirees through a holistic, eight-discipline Family Office model.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Loan Brokers (6163)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Financial planning services
• Wealth management
• Asset management
• Tax planning services
• Insurance services

Headquarters

HQ city

Southfield

HQ country

United States

HQ region

North America

Offices21 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory and Planning Services: Hantz Group provides comprehensive financial planning services through specialists in areas including tax planning, investments, insurance, and estate planning. Revenue is generated through advisory fees, planning fees, and ongoing service arrangements with clients.
2. Asset Management: Investment management services through Hantz Financial Services, Inc., a registered investment advisor. The firm introduced American Drive Model Portfolios (ADMP) in 2023, actively managed ETF model portfolios. Member FINRA/SIPC.
3. Insurance Products: Insurance products offered through Hantz Agency, LLC and Plus Agency, LLC including property and casualty insurance, life insurance, long-term care insurance, and disability insurance.
4. Tax Services: Tax strategy and planning services provided by Hantz Tax & Business, LLC. Proactive tax planning throughout the year with collaboration between tax specialists and investment specialists for tax harvesting opportunities.
5. Mortgage/Lending Services: Mortgage services provided through Hantz Financial Services, Inc., a Michigan licensed mortgage broker/lender (NMLS ID 167864). Lending strategies include debt reduction and financing options managed by Family Office Lending Specialists.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Hantz Group is a full-service financial holding company that delivers holistic financial services across eight core disciplines—financial planning, asset management, tax planning, property and casualty insurance, life/long-term care/disability insurance, lending strategies, cash flow analysis, and estate planning—to busy professionals and active retirees through 20+ offices in Michigan and Ohio. Services are coordinated via the proprietary Hantz 360° technology platform that maintains a real-time view of each client's full financial picture, with the American Drive Model Portfolios (ADMP) providing proprietary ETF-based investment strategies and the Family Office App enabling mobile access.

Differentiator

Problem solved

Functional benefit

Brands

• Hantz 360°: Proprietary financial planning software (white-labeled eMoney Advisor) that maintains a real-time picture of each client's financial situation. Launched November 1, 2017.
• American Drive Model Portfolios (ADMP)

Products and services

• Financial Planning Holistic financial planning service that integrates cash flow analysis, retirement planning, and goal-based strategies for busy professionals and active retirees. Delivered through Hantz Group advisors across Michigan and Ohio using the Hantz 360° platform.
• Asset Management Investment management services offered through Hantz Financial Services, Inc., an SEC-registered investment advisor and FINRA/SIPC member, including the proprietary American Drive Model Portfolios (ADMP). For individuals and households seeking actively managed ETF-based portfolios.
• Tax Planning Proactive tax strategy and planning services provided by Hantz Tax & Business, LLC, with year-round tax planning and collaboration between tax specialists and investment specialists to identify tax harvesting opportunities. For individuals and businesses.
• Property & Casualty Insurance Property and casualty insurance products offered through Hantz Agency, LLC and Plus Agency, LLC, covering personal and commercial lines. For individuals and businesses seeking protection coverage.
• Life / Long-Term Care / Disability Insurance Life insurance, long-term care insurance, and disability insurance products offered through Hantz Agency, LLC and Plus Agency, LLC. For individuals and families seeking personal protection coverage.
• Lending Strategies Mortgage and lending services provided through Hantz Financial Services, Inc., a Michigan-licensed mortgage broker/lender (NMLS ID 167864), with debt reduction strategies and financing options managed by Family Office Lending Specialists. For individuals and businesses seeking lending solutions.
• Cash Flow Analysis Cash flow analysis service providing accurate data to support better financial decisions and goal achievement, integrated with the broader financial planning and lending practices. For individuals and households managing income, expenses, and savings strategies.
• Estate Planning Estate planning services delivered through Hantz Trust (launched July 3, 2019) and coordinated with legal partner Shea Law. For individuals and families seeking to structure financial legacy and estate transfer strategies.
• American Drive Model Portfolios (ADMP) A suite of actively managed exchange-traded fund (ETF) model portfolios launched in October 2023 under Hantz Financial Services, Inc. Offers a fully transparent, globally diversified approach built with ETFs from multiple leading investment firms. For investors seeking professionally managed, diversified ETF-based portfolio strategies.
• Hantz Group Family Office App Mobile application available on iOS and Android that allows clients to stay up to date with their current financial picture and access Family Office services on the go. For existing Hantz Group clients across Michigan and Ohio.

Quantifiable outcome

• Real-time financial monitoring enabling proactive decision-making
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Four partnerships are on record, tiered minor and core.

• Credit Union OneminorChannel Partner/ Reseller/ Distributor · 1 June 2019Partnership launched June 1, 2019 with Credit Union One, enabling Hantz Group financial services to reach credit union members seeking comprehensive financial planning.
• eMoney AdvisorcoreTechnology or Integration · 1 November 2017Hantz Group white-labels eMoney Advisor platform as Hantz 360°, providing real-time financial planning, tax return processing, and investment management capabilities. This technology is central to the company's holistic approach.
• SERA (State Employee Retirees Association)minorStrategic or Co-development Partner · 1 March 2015Partnership established March 2015 between Hantz Group and SERA State Employee Retirees Association, providing financial services and retirement planning solutions to state employee retirees.
• Shea LawminorStrategic or Co-development Partner · 1 January 2000Alliance formed in 2000 with Shea Law for legal services coordination and referrals related to estate planning and other legal matters.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Focus Financial Partners: Partnership model supporting independent RIAs with capital, technology, and back-office services; comparable to Hantz's RIA/wealth franchise at a multi-billion-dollar partnership scale.
• Commonwealth Financial Network: Independent broker-dealer/RIA supporting holistic financial advisors with planning tools and practice management — directly comparable in business model to Hantz Financial Services' advisor-led model.
• Carson Group: Mid-market wealth management firm offering financial advisors holistic planning, investment, tax, and coaching support — directly comparable to Hantz in model (integrated advisory, advisor-led distribution, multi-discipline services).
• Edelman Financial Engines: Large RIA providing comprehensive financial planning and investment management to mass-affluent and HNW individuals — comparable in target segment (busy professionals, retirees) and integrated service offering to Hantz.

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the U.S., supporting affiliated RIAs with custody, technology, and product platforms — comparable to Hantz Financial Services in the broker-dealer / RIA infrastructure layer, though at vastly greater scale.
• Cetera Financial Group: Independent broker-dealer and RIA platform serving thousands of financial advisors with compliance, technology, and product support — comparable as a parent-level peer to Hantz Financial Services, Inc.'s FINRA/SIPC broker-dealer model.
• Schwab Wealth Advisory (Charles Schwab): Large custodian and RIA providing wealth advisory services to HNW and mass-affluent clients nationally — comparable in core financial planning and investment management offerings but with much larger scale and brand.
• Northwestern Mutual: Large insurance-and-investment-led wealth manager with strong Midwest presence and integrated financial planning, insurance, and investment services — comparable in holistic approach and Midwest distribution to Hantz.
• Mariner Wealth Advisors: National wealth advisory firm providing unified financial planning, investment, tax, and estate services to HNW clients — directly comparable to Hantz's integrated multi-discipline approach but with broader geographic distribution.
• Creative Planning: Large national RIA offering integrated financial planning, investment management, tax, and estate services to HNW individuals — comparable to Hantz's holistic family office model but at significantly greater scale and geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/hantz-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries21 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hantz Group