ISADORE PRIVATE WEALTH, LLC
Traverse City, MI
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-9905
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
616 advisers found
RETIREMENT CAPITAL SERVICES LLC
Grand Blanc, MI
AUM
$10.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-978-5010
VERDURA WEALTH MANAGEMENT, LLC
Novi, MI
AUM
$10.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-519-1311
AUM
$10.3M
Fee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
248-797-0500
NEW HORIZON RETIREMENT ADVISORS
Bloomfield Hills, MI
AUM
$10.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-510-9923
SAFE FUTURE WEALTH PARTNERS LLC
Novi, MI
AUM
$10.2M
Financial Planning
Team
4 advisors
Clients
0
Fees
SHARES IN FEES PAID TO THIRD PARTY ADVISERS
(833) 422-8010
EPI FINANCIAL GROUP
Troy, MI
AUM
$8.6M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
248-281-1500
WOLAKOTA FINANCIAL ADVISORS
Ypsilanti, MI
AUM
$8.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; FORMULA BASED ON INCOME AND NETWORTH
734-480-2611
ANTONIO STOKES ADVISORS
Southfield, MI
AUM
$7.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
877-275-9545
ISADORE RETIREMENT GROUP, LLC
Traverse City, MI
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-9905
KRAFT CAPITAL
Ann Arbor, MI
AUM
$6.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
734-717-1047
RAPIDS FINANCIAL LLC
Kentwood, MI
AUM
$5.7M
Financial PlanningWealth MgmtRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(989) 619-4368
UNDERHILL INVESTMENTS, LLC
Berkley, MI
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-548-2918
DV KILL ADVISORY SERVICES, LLC
Marquette, MI
AUM
$5.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
906-250-9363
RETIREMENT & INVESTMENT PLANNING, INC.
Petoskey, MI
AUM
$4.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
231-758-3540
AUM
$4.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
2487750155
MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
Northville, MI
AUM
$4.5M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
313-949-8395
LAURENTINE INVESTMENTS LLC
Traverse City, MI
AUM
$4.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2313575948
AUM
$4.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(800) 943-8804
VEDANTA SENTINEL INVESTMENT ADVISORS
Ann Arbor, MI
AUM
$3.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
734-234-8742
PIERCE FINANCIAL LLC
Ann Arbor, MI
AUM
$2.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
734-975-8750
BOARDWALK WEALTH MANAGEMENT
Ann Arbor, MI
AUM
$1.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
734-476-0320
KAUNISTO CAPITAL L.L.C.
Brimley, MI
AUM
$1.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
906-379-4094