CAMBIENT FAMILY OFFICE, LLC
Ada, MI
AUM
$857.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(616) 330-2270
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI
383 advisers found
BARON WEALTH MANAGEMENT, LLC
Troy, MI
AUM
$846.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(248) 251-0161
FOGUTH WEALTH MANAGEMENT, LLC.
Brighton, MI
AUM
$825.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
32 advisors
Clients
More than 500
Fees
Percentage of AUM
(810) 522-5650
HENRICKSON NAUTA WEALTH ADVISORS, INC.
Belmont, MI
AUM
$805.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
616-361-9308
Q3 ASSET MANAGEMENT CORPORATION
Birmingham, MI
AUM
$794.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(248) 566-1122
JVL WEALTH STRATEGIES
Wyoming, MI
AUM
$784.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-261-2800
DAHRING | CUSMANO AND ASSOCIATES
Novi, MI
AUM
$781.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-348-0100
WEST MICHIGAN ADVISORS
Holland, MI
AUM
$781.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(616) 820-1040
VERDE CAPITAL MANAGEMENT, INC.
Clarkston, MI
AUM
$749.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
248-528-1870
STONEBRIDGE FINANCIAL GROUP
Grand Rapids, MI
AUM
$739.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
855-530-0500
KAYDAN WEALTH MANAGEMENT, INC.
Fenton, MI
AUM
$726.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(810) 593-1624
BRIGHT FINANCIAL ADVISORS, INC.
Portage, MI
AUM
$725.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
269-373-2700
ALTRIUS CAPITAL MANAGEMENT, INC.
Novi, MI
AUM
$716.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
252-638-7598
SKYOAK WEALTH
Southfield, MI
AUM
$692.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-348-6500
NORTHERN FINANCIAL ADVISORS, INC
Bloomfield Hills, MI
AUM
$684.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Fixed fees
248-985-1632
FINANCIAL STRATEGIES GROUP, INC
Okemos, MI
AUM
$677.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(800) 804-0420
LIFECYCLE FINANCIAL PLANNERS INC.
Bloomfield Hills, MI
AUM
$671.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Fixed fees
248-737-7090
ARBOR WEALTH ADVISORS LLC
Troy, MI
AUM
$657.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
(855) 927-2679
HERON BAY CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$643.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
248-970-0900
GEM ASSET MANAGEMENT, LLC
Plymouth, MI
AUM
$628.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
734-737-9108
HILL ISLAND FINANCIAL LLC
Grand Rapids, MI
AUM
$623.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(616) 977-2639
WOLFF FINANCIAL MANAGEMENT LLC
Kalamazoo, MI
AUM
$612.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
269-372-3100
ARBOR TRUST WEALTH ADVISORS, LLC
Ann Arbor, MI
AUM
$611.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(734) 389-7794
THE ENTERPRISE INVESTMENT COMPANY
Farmington Hills, MI
AUM
$607.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
248-539-8282