LIFEGOALS FINANCIAL GROUP
Owosso, MI
AUM
$59.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
989-725-1116
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI
383 advisers found
HARTWELL & COMPANY
St. Joseph, MI
AUM
$54.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(269) 983-2212
MY FINANCIAL COACH, LLC
Midland, MI
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(989) 239-5189
TRINITY WEALTH SOLUTIONS LLC
Sterling Heights, MI
AUM
$53.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
586-873-8156
HFG ADVISORS INC.
Kalamazoo, MI
AUM
$48.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
269-372-3229
STONEY CREEK ADVISORS LLC
Rochester Hills, MI
AUM
$47.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(248) 266-2900
EQUITY PLANNING GROUP, INC.
West Bloomfield, MI
AUM
$46.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
248-932-4600
BARKING SANDS CAPITAL
Troy, MI
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-687-1040
EMDE WEALTH MANAGEMENT LLC
Bloomfield Hills, MI
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
248-821-3633
WATERFORD FINANCIAL MANAGEMENT, LLC
Fair Haven, MI
AUM
$44.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
810-354-2055
GREENROCK WEALTH MANAGEMENT, LLC
East Grand Rapids, MI
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
616-608-6156
VALLEY OAK INVESTMENT STRATEGIES LLC
Kalamazoo, MI
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
269-492-7220
GREAT LAKES RETIREMENT SOLUTIONS, INC.
Saginaw, MI
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
989-401-2949
LINEGUARD INVESTMENTS, LLC
Troy, MI
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-687-1110
VALOR WEALTH GROUP, LLC
Ada, MI
AUM
$42.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-314-5928
MANGOTREE CAPITAL, LLC
Sterling Heights, MI
AUM
$39.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-626-4637
MFG CAPITAL, INC.
Trenton, MI
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
734-556-4054
JIM ROBERTS INVESTMENT ADVISORS LLC
St.. Joseph, MI
AUM
$37.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
269-982-4188
PROFESSIONAL ANALYSTS, LLC
Bay City, MI
AUM
$37.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
989-922-5564
BRIDGEWISE WEALTH MANAGEMENT
Troy, MI
AUM
$35.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-266-1187
FINANCIALMD, LLC
Okemos, MI
AUM
$35.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
5173467970
EXCHANGE STREET CAPITAL
Spring Lake, MI
AUM
$32.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
616-223-4616
AGILE WEALTH PARTNERS
Northville, MI
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(313) 443-0067
A B L E WEALTH MANAGEMENT SOLUTIONS LLC
Ann Arbor, MI
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-786-3875