TRINITY FINANCIAL SERVICES, INC.
Bloomfield Hills, MI
AUM
$91.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-454-1996
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI
383 advisers found
WITTENBERG INVESTMENTS INC.
Southfield, MI
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-202-4470
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
Grand Rapids, MI
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(616) 363-3209
HORIZONS PLANNING CORPORATION
Ann Arbor, MI
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-761-3155
ECOS WEALTH ADVISORS
Clarkston, MI
AUM
$86.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(248) 942-4842
VISION WEALTH MANAGEMENT, INC.
Commerce Twp, MI
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-259-7729
SMART MONEY FINANCIAL ADVISORS, LLC
Sterling Heights, MI
AUM
$80.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
586-262-6400
GPS FINANCIAL GROUP, LLC
Grand Rapids, MI
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-717-2266
FAIRLANE INVESTMENT ADVISORS INC
Northville, MI
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
313-593-3925
SIMPLIFIED FINANCIAL PARTNERS
Calumet, MI
AUM
$78.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
906-337-4727
PROVIZR
Ann Arbor, MI
AUM
$76.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
734-272-4322
AUM
$75.0M
Financial PlanningTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
248-457-4570
ASPIRE WEALTH
Caledonia, MI
AUM
$74.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(616) 828-3803
PINNACLE INVESTMENT ADVISORS, LLC
Ann Arbor, MI
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-662-1746
ATARAXIS ADVISORS LLC
Lansing, MI
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
517-882-7800
ADVIZE WEALTH MANAGEMENT
Rochester, MI
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(310) 765-7568
SAUNDERS FINANCIAL LLC
Livonia, MI
AUM
$68.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-644-6610
WEALTH & WELLNESS GROUP, LLC
Brighton, MI
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-267-1138
BONE ASSET MANAGEMENT
Bloomfield Hills, MI
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
248-220-2205
BOWLINE FINANCIAL, LLC
Grosse Pointe Woods, MI
AUM
$64.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(248) 327-6390
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
HARWOOD INVESTMENT STRATEGIES, L.L.C.
Monroe, MI
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
734-242-2408
CASTLE WEALTH GROUP INVESTMENTS LLC
Brighton, MI
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-885-4200
RICHMARK PRIVATE WEALTH MANAGEMENT
Frankenmuth, MI
AUM
$61.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
989-652-2056