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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
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
DANIEL INVESTMENTS, INC.
Troy, MI
AUM
$60.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-723-0901
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
TIM CRAWFORD CPA
Bridgeport, MI
AUM
$58.9M
Trusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(989) 652-0157
INTEGRITY FINANCIAL ADVISORS, LLC
Grand Rapids, MI
AUM
$57.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
616-301-9291
THOMAS JONES FINANCIAL LLC
St.. Clair Shores, MI
AUM
$56.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
586-777-4850
RAIDER DENNIS AGENCY
Farmington, MI
AUM
$55.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
248-442-5000
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
LONG LAKE CAPITAL MANAGEMENT, LLC
Birmingham, MI
AUM
$42.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-712-6160
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