CONCORDE ASSET MANAGEMENT, LLC
Ann Arbor, MI
AUM
$598.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
248-824-6710
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI
383 advisers found
GRAND WEALTH MANAGEMENT, LLC
Grand Rapids, MI
AUM
$597.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(616) 451-4228
VOISARD ASSET MANAGEMENT GROUP
Grand Rapids, MI
AUM
$589.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
616-988-5778
FSA ADVISORS, INC.
Troy, MI
AUM
$573.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(800) 977-9292
SGH WEALTH MANAGEMENT
Lathrup Village, MI
AUM
$561.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(248) 731-0029
ACORN WEALTH ADVISORS, LLC
Grand Blanc, MI
AUM
$561.4M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
810-953-4444
WHITE PINE INVESTMENT CO
Livonia, MI
AUM
$532.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
734-464-2532
S.A. MASON, LLC
Holland, MI
AUM
$528.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-355-3500
MATTSON FINANCIAL SERVICES, LLC
Kentwood, MI
AUM
$515.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-536-8907
AUM
$512.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
248-688-9399
MKD WEALTH
Troy, MI
AUM
$505.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-418-5100
GREYSTONE FINANCIAL GROUP, LLC
Bloomfield Hills, MI
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
248-267-1270
HUNGERFORD FINANCIAL LLC
Grand Rapids, MI
AUM
$492.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
616-302-1558
STRAIGHT PATH WEALTH MANAGEMENT
Jenison, MI
AUM
$472.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
616-288-3670
MILLER FINANCIAL SERVICES LLC
Marshall, MI
AUM
$462.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
269-781-5129
GAINPLAN LLC
Bloomfield Hills, MI
AUM
$461.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248.385.3737
M1 CAPITAL MANAGEMENT LLC
Troy, MI
AUM
$450.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
248-556-4600
PEAK WEALTH MANAGEMENT, LLC
Plymouth, MI
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
734-681-7575
FAMILY CAPITAL MANAGEMENT
Grand Rapids, MI
AUM
$435.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF NET WORTH
616-774-4560
INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$429.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
248-593-8900
BLUE WATER ASSET MANAGEMENT
Grand Rapids, MI
AUM
$428.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-447-1600
BEMANAGED
Grand Rapids, MI
AUM
$410.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
616.871.0751
GENERATIONAL WEALTH, INC.
Zeeland, MI
AUM
$394.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
616-931-1270
SCULATI WEALTH MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$381.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
248-325-9947