SPC
46yrs
Top advisor by experience in Ann Arbor
26yrs
Based in Ann Arbor, Michigan, Todd Werling is a fiduciary financial advisor with 26 years of industry experience. Todd has been with SPC since 2026. SPC offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 700 advisors with offices in Ann Arbor, and one of 634 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office300 Parkland Plaza, Ann Arbor, MI 48103
FirmSPC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$192,080
Advisors at the firm475
States licensed ?1 state
Services through SPC
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowSPCCurrent firm
Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call SPC at (734) 663-1611 and ask for Todd Werling. Todd works from the Ann Arbor, MI office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Todd hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
SPC reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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