Corey Ferris
Ferris Financial Services · Midland, Michigan
Corey Ferris is a fee-only financial advisor at Ferris Financial Services in Midland, Michigan, who holds the ChFC and CFA credentials. Ferris Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Corey →
Facts
| Firm | Ferris Financial Services |
|---|---|
| Based in | Midland, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $31.9M across 143 accounts |
| Credentials | ChFC · CFA |
| SEC registration | Investment adviser representative in MI · CRD 5059885 |
| Exams passed | Series 63 (2006) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Corey's firm compares
- Ferris Financial Services's average account is about $223,000, from its Form ADV (assets managed divided by 143 accounts).
Request an introduction to Corey
Tell Corey a little about what you're looking for. Corey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Corey
Is Corey Ferris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Ferris Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corey charge for financial advice?
Corey's firm, Ferris Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Corey Ferris based?
Corey Ferris is based in Midland, Michigan.
What credentials does Corey Ferris hold?
Corey Ferris holds the ChFC and CFA credentials.
Is Corey Ferris registered with the SEC?
Yes. Corey Ferris is registered as an investment adviser representative in MI (CRD 5059885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ferris Financial Services manage?
Ferris Financial Services reports $31.9M across 143 accounts in assets under management.
How do I contact Corey Ferris?
Contact details aren't on file yet. Search for Ferris Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.