Falists

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

616 advisers found

WEALTH FOR YOU FINANCIAL, LLC

Grand Blanc, MI

AUM

$65.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

810-695-7510

Full profileNo website

STRATUS ADVISORY GROUP, INC.

Highland, MI

AUM

$64.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

248-684-5353

Full profileNo website

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
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