FINANCIAL STRATEGIES GROUP, INC
Okemos, MI
AUM
$677.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(800) 804-0420
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI, OKEMOS
6 advisers found
CORNERSTONE WEALTH PARTNERS, LLC
Okemos, MI
AUM
$145.9M
Financial PlanningWealth MgmtInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
517-381-3450
RYZOME INVESTMENT ADVISORS
Okemos, MI
AUM
$116.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
517-347-2210
FINANCIALMD, LLC
Okemos, MI
AUM
$35.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
5173467970
STEWARDS WEALTH PLANNING, LLC
Okemos, MI
AUM
$99.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
517 323 7526
Full profileNo website
SULLIVAN DUNN WEALTH MANAGEMENT
Okemos, MI
AUM
$9.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
517-899-2247
Full profileNo website