Julie Quick
Cultivate Financial Wellness · Howell, Michigan
Julie Quick is a fee-only financial advisor at Cultivate Financial Wellness in Howell, Michigan, who holds the BFA, CDFA and CFP credentials. Julie charges a percentage of assets, hourly fees and an ongoing planning fee (ongoing planning from $6,500 a year and $300 an hour) and focuses on divorce financial planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Cultivate Financial Wellness |
|---|---|
| Based in | Howell, Michigan |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,500 a year · $300 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $17.1M across 60 accounts |
| Credentials | BFA · CDFA · CFP |
| SEC registration | Investment adviser representative in CA, MI, TX · CRD 4399536 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cultivatefinancialwellness.com |
| Profile |
How Julie's firm compares
- Ongoing planning starts at $6,500 a year, above the Michigan median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- Cultivate Financial Wellness's average account is about $285,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Julie
Is Julie Quick a fee-only financial advisor?
Yes. Julie Quick is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Julie's firm.
How does Julie charge for financial advice?
Julie charges a percentage of assets, hourly fees and an ongoing planning fee.
How much does Julie charge?
According to Cultivate Financial Wellness's website, checked October 28, 2026: ongoing planning from $6,500 a year; $300 an hour.
Does Julie work with clients virtually?
Yes. Cultivate Financial Wellness says on its website that it works with clients remotely.
Where is Julie Quick based?
Julie Quick is based in Howell, Michigan.
What does Julie specialize in?
Julie's specialties include divorce financial planning, retirement planning, estate & legacy planning and tax planning. Julie works with divorced individuals and mid-life transitions.
What credentials does Julie Quick hold?
Julie Quick holds the BFA, CDFA and CFP credentials.
Is Julie Quick registered with the SEC?
Yes. Julie Quick is registered as an investment adviser representative in CA, MI and TX (CRD 4399536), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cultivate Financial Wellness manage?
Cultivate Financial Wellness reports $17.1M across 60 accounts in assets under management.
How do I contact Julie Quick?
Through Julie's website, cultivatefinancialwellness.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Cultivate Financial Wellness website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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