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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
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
TRUNORTH CAPITAL MANAGEMENT, LLC
Kalamazoo, MI
AUM
$724.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
8774690446
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
FIRST FINANCIAL COACHING, INC.
Mt. Clemens, MI
AUM
$670.6M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Fixed fees; SOLICITORS FEES
586-463-1880
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
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
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