STONEPATH WEALTH MANAGEMENT
Traverse City, MI
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(231) 668-6999
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MI, TRAVERSE CITY
7 advisers found
BLUEPRINT PARTNERS LLC
Traverse City, MI
AUM
$292.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(231) 668-4147
HEMMING& WEALTH MANAGEMENT, INC.
Traverse City, MI
AUM
$292.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-2900
LEGACY FINANCIAL SERVICES GROUP, INC.
Traverse City, MI
AUM
$122.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
231-933-0631
OPTIMAL CAPITAL ADVISORS, LLC
Traverse City, MI
AUM
$119.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
231-933-4677
TREMONTE FINANCIAL CONSULTANTS
Traverse City, MI
AUM
$63.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(231) 486-6050
ISADORE RETIREMENT GROUP, LLC
Traverse City, MI
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-9905