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Filter by name, location, or specialty. All data from public SEC filings.

Showing Financial Planning advisors in MI

383 advisers found

FALCONER GROUP

Traverse City, MI

AUM

$36.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

231-392-1710

Full profileNo website

TEAM COVERT, LLC

Auburn Hills, MI

AUM

$31.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

517-898-5338

Full profileNo website

DC & ASSOCIATES

Grand Rapids, MI

AUM

$19.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

616-301-3428

Full profileNo website

CALVERT PLANNING CORPORATION

Troy, MI

AUM

$18.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

248-723-3322

Full profileNo website

GRAD WEALTH MANAGEMENT PLLC

Livonia, MI

AUM

$1.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

734-462-6161

Full profileNo website

CIG ASSET MANAGEMENT

Lansing, MI

AUM

$1.2M

Financial PlanningInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

517-802-8085

Full profileNo website

PREDMORE ADVISORS LLC

Rochester Hills, MI

AUM

$450K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

248-829-1194

Full profileNo website

BAY POINTE FINANCIAL

New Baltimore, MI

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(586) 273-6007 X1

Full profileNo website

FOLMAR ADVISORY, LLC

Southfield, MI

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

248-352-9880

Full profileNo website

GREYDOG FINANCIAL

Ann Arbor, MI

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Hourly charges; Fixed fees

269-274-5917

Full profileNo website

MD ADVICE FINANCIAL

Holt, MI

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

517-256-6039

Full profileNo website
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