JOHN M. LEONARD, LLC
Douglas, MI
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
269-857-2860
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI
383 advisers found
STERLING ADVISORY GROUP LLC
Southfield, MI
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
313.765.0541
FACE 2 FACE FINANCIAL PLANNING, LLC
Portage, MI
AUM
$29.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
269-389-0422
SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC
Kalamazoo, MI
AUM
$29.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
269-323-7964
NEW ERA INVESTMENTS LLC
Southfield, MI
AUM
$29.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
248-352-1951
CLEARVIEW CAPITAL
Holland, MI
AUM
$27.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
616-920-1411
SKIVER INVESTMENT SERVICES
Allen Park, MI
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(313) 388-0486
NEW VIEW FINANCIAL, LLC
Auburn Hills, MI
AUM
$26.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-954-4522
J WILSON WEALTH MANAGEMENT
Davison, MI
AUM
$25.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
810-202-9264
RMG ADVISORY SERVICES
Jackson, MI
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
517-795-5571
LFN ADVISORS INC.
Muskegon, MI
AUM
$23.7M
Financial PlanningWealth Mgmt
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; SOLICITOR FEES
616-589-4004
AUTUMN FINANCIAL ADVISORS, LLC
Plymouth, MI
AUM
$22.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(248) 716-8307
ARROW FINANCIAL GROUP
Farmington Hills, MI
AUM
$22.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-918-4900
KEY CONCERNS INC
Wyandotte, MI
AUM
$21.9M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-692-9282
DELLER WEALTH MANAGEMENT LLC
Royal Oak, MI
AUM
$21.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
248-565-3777
ADVANCED FINANCIAL MANAGEMENT, INC.
Lambertville, MI
AUM
$21.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-856-5698
WEALTH PERSONAL
Elk Rapids, MI
AUM
$19.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
231-264-9591
4SQUARE ADVISORY SERVICES, INC.
Fenton, MI
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-930-6454
RECKER FINANCIAL LLC
Bay City, MI
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
989-214-0120
WATERSHED WEALTH
Alpena, MI
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
989-255-0457
ASSET PRESERVATION CAPITAL, LTD
Troy, MI
AUM
$18.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
248-649-4759
GK PRIVATE WEALTH PARTNERS LLC
Troy, MI
AUM
$17.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
248-404-2766
TRUE WEALTH RETIREMENT PARTNERS, LLC
Wyoming, MI
AUM
$16.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
616-209-9552
AUM
$15.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-837-3672