GLASS RETIREMENT STRATEGIES, INC.
West Bloomfield, MI
AUM
$20.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Commissions
248 647-2822
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
616 advisers found
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
M.A. GLOBAL INVESTMENT ADVISOR, LLC
Southfield, MI
AUM
$19.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MANAGERS
248-358-8352
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
CARDINAL FINANCIAL CONSULTANTS, LLC
Okemos, MI
AUM
$18.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Commissions
5172300082
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
SW ADVISORS, LLC
Royal Oak, MI
AUM
$16.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
248-404-8453
AUM
$15.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-837-3672
ARMOR WEALTH STRATEGIES, LLC
Farmington Hills, MI
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
947-275-8018
NEWAGE ADVISORS LLC
Lansing, MI
AUM
$15.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(517) 618-9558
STALT FINANCIAL, LLC
Troy, MI
AUM
$14.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
248-733-4344
STRATEGIC NAVIGATORS PRIVATE WEALTH
Grand Rapids, MI
AUM
$14.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
616-635-6598
KIDD FINANCIAL PLANNING, LLC.
Livonia, MI
AUM
$14.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
734-293-0055
MMI ASSET MANAGEMENT SERVICES, LLC
Owosso, MI
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
989-725-9878
ERICA HALL WEALTH ADVISORS, LLC.
Southfield, MI
AUM
$13.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-440-7774
Z ADVISORY INNOVATIONS
Waterford, MI
AUM
$13.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
248-886-8190
ACE MANAGEMENT
East Lansing, MI
AUM
$13.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
517-275-1000
ALPHA ASSET ADVISORS LLC
Royal Oak, MI
AUM
$13.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
248-549-8888
SAVINGS COACH, LLC
Troy, MI
AUM
$12.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-246-1580
KB WEALTH MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$12.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-877-3658