626 FINANCIAL, LLC
Portage, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
(269) 321-5040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI
383 advisers found
DARDEN WEALTH GROUP
Ann Arbor, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
734-294-0100
FAIRHAVEN FINANCIAL ADVISORY CORPORATION
East Lansing, MI
AUM
$377.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
517-332-2900
B.A. ROBERTS FINANCIAL SERVICES, INC.
Marquette, MI
AUM
$373.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(906) 228-5564
AUM
$372.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
248-305-9911
ROYAL OAK FINANCIAL ADVISORS, LLC
Royal Oak, MI
AUM
$366.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-709-6134
MOTIVE WEALTH ADVISORS, LLC
Birmingham, MI
AUM
$362.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(248) 987-5731
AUM
$358.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
269-857-2743
AUM
$351.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
877-429-4690
VERTRIX WEALTH MANAGEMENT, LLC
Troy, MI
AUM
$343.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(248) 602 0555
WASHINGTON AVENUE ADVISORS
Lansing, MI
AUM
$336.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
844-678-1842
PEARL PLANNING
Dexter, MI
AUM
$329.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734.274.6744
RBS WEALTH MANAGEMENT
Alto, MI
AUM
$322.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
6167278484
DUET ADVISORY SERVICES LLC
Bingham Farms, MI
AUM
$316.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248.723.4321
BERNARD WEALTH MANAGEMENT CORP.
Royal Oak, MI
AUM
$314.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
248-556-2900
MELONE PRIVATE WEALTH, LLC
Auburn Hills, MI
AUM
$313.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-293-5830
MILLER CAPITAL
Troy, MI
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
248-901-1650
THRIVE RETIREMENT SPECIALISTS
Royal Oak, MI
AUM
$303.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
(833) 217-9613
FAI ADVISORS, INC.
Farmington Hills, MI
AUM
$302.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
248-482-3600
MANER WEALTH
Lansing, MI
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
517-323-7500
STONEPATH WEALTH MANAGEMENT
Traverse City, MI
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(231) 668-6999
CALDER FINANCIAL GROUP
Ada, MI
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-235-2442
USA FINANCIAL SECURITIES LLC
Ada, MI
AUM
$296.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
134 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-407-8198
PALATINE HILL WEALTH MANAGEMENT
Birmingham, MI
AUM
$295.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
734-218-0085