# Denise Farkas

> Denise Farkas is a fee-only financial advisor at Sigma Investment Counselors in Northville, Michigan, who holds the CFA credential. Denise charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on equity compensation, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/denise-farkas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sigma Investment Counselors
- **Based in:** Northville, Michigan
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Assets under management (firm):** $2.17B across 2,837 accounts
- **Credentials:** CFA
- **Specialties:** Equity compensation, Small business owners, Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Multi-generational families, Divorced individuals
- **CRD:** 4346075 (https://adviserinfo.sec.gov/individual/summary/4346075)
- **SEC registration:** Investment adviser representative in FL, OH
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** https://www.sigmainvestments.com

## Frequently asked questions

### Is Denise Farkas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Denise holds no broker registration, and Sigma Investment Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Denise charge for financial advice?

Denise charges a percentage of assets.

### How much does Denise charge?

According to Sigma Investment Counselors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is Denise Farkas based?

Denise Farkas is based in Northville, Michigan.

### What does Denise specialize in?

Denise's specialties include equity compensation, small business owners, retirement planning, estate & legacy planning, tax planning and family wealth transfer. Denise works with executives, multi-generational families and divorced individuals.

### What credentials does Denise Farkas hold?

Denise Farkas holds the CFA credential.

### Is Denise Farkas registered with the SEC?

Yes. Denise Farkas is registered as an investment adviser representative in FL and OH (CRD 4346075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sigma Investment Counselors manage?

Sigma Investment Counselors reports $2.17B across 2,837 accounts in assets under management.

### How do I contact Denise Farkas?

Through Denise's website, www.sigmainvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4346075): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sigmainvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.