B.A. ROBERTS FINANCIAL SERVICES, INC.
Marquette, MI
AUM
$373.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(906) 228-5564
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI, MARQUETTE
4 advisers found
NORTHERN EDGE WEALTH MANAGEMENT
Marquette, MI
AUM
$246.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
906-228-6018
DV KILL ADVISORY SERVICES, LLC
Marquette, MI
AUM
$5.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
906-250-9363
PLANPATH FINANCIAL
Marquette, MI
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
(906) 261-0097