Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIED
Saint Johns, MI 48879
517-993-9233
Guided by Principles. Driven by Results
About Stine Wealth Group
We are an independent financial advisory firm focused on helping individuals, retirees, and business owners navigate complex financial decisions with clarity and confidence. Our services include financial planning, investment management, retirement planning, and ongoing advice tailored to each clients unique goals and circumstances. We emphasize disciplined planning, thoughtful risk management, and long-term strategies designed to support financial stability and growth over time.
See Disclosures
General Information
Firm Start Year
2023
No. of Employees
2-4
CRD#
6798663
Firm CRD#
173396
Insurance License#
20082662
Name of Custodial Firm
Charles Schwab
States Licensed in
MI
Years of Experience in Financial Services
5
Number of Years with Current Firm
2
Work Experience
Aaron began his career at Butler Financial Group in St. Johns, Michigan, where he built a strong foundation in financial planning and client service. He later joined Waggoner Financial in East Lansing, expanding his experience working with a broader client base. After a brief pause during the COVID period, Aaron returned to the industry with Michigan Financial Companies in Southfield. Following his time at MFC, he chose to pursue an independent path with the goal of building his own advisory firm focused on long-term planning and client relationships.
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Services
Investment Types
Bonds, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities
Can meet clients in the following ways
Your Office, Email, Your Home, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Accident, Life, Health
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Fee % Based on Assets
.5% - 1.5%
Additional Details on Charges
Our firm utilizes a tier-based fee schedule while also taking into consideration other factors when determining advisory fees. Because each clients situation is unique, some clients may require additional services or ongoing support beyond others. Fees are structured to reflect the scope and complexity of services provided, and all fees are discussed transparently with clients in advance.
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893367/retirementplanning-Stine-Wealth-Group-detailed-disclosure.html
Disclaimer
Advisory services offered through Luminist Capital, a registered investment adviser.