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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MI
216 advisers found
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
STEWARDSHIP TRUST ADVISORS
Grandville, MI
AUM
$294.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
616-878-4200
BLUEPRINT PARTNERS LLC
Traverse City, MI
AUM
$292.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(231) 668-4147
HEMMING& WEALTH MANAGEMENT, INC.
Traverse City, MI
AUM
$292.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-2900
DBS INVESTMENT ADVISERS, LLC
Bay City, MI
AUM
$280.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
989-686-6222
RFM FINANCIAL SOLUTIONS, LLC
Mt. Pleasant, MI
AUM
$260.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
989.772.1209
BRAEBURN WEALTH MANAGEMENT, LLC
Muskegon, MI
AUM
$259.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
231-720-0743
ABBIT MANAGEMENT CORP
Grand Haven, MI
AUM
$252.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
616-842-0280
DB & C ADVISORS, LLC
Holland, MI
AUM
$252.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
616-355-3455
EVERGREEN WEALTH MANAGEMENT, LLC
Williamston, MI
AUM
$248.7M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(517) 655-2118
NORTHERN EDGE WEALTH MANAGEMENT
Marquette, MI
AUM
$246.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
906-228-6018
PINNACLE WEALTH MANAGEMENT GROUP, INC.
Plymouth, MI
AUM
$243.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-667-5581
CPR INVESTMENTS INC
Rochester, MI
AUM
$238.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
800-213-1164
RACHOR INVESTMENT ADVISORY SERVICES, LLC
Linden, MI
AUM
$238.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM
810-732-7777
AUM
$227.6M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
866-464-6608
HAVERDINK FINANCIAL MANAGEMENT, LLC
Portage, MI
AUM
$220.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
269-321-5070
SIMPLYRIA ADVISOR NETWORK
Brighton, MI
AUM
$214.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
24 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
810-355-1325
FINANCIAL FREEDOM HOUSE
Waterford, MI
AUM
$212.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
248-673-2900
DANIEL INVESTMENT GROUP INC.
Royal Oak, MI
AUM
$210.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-544-4122
ALLIANCE INVESTMENT MANAGEMENT, LLC
Jenison, MI
AUM
$206.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
800-890-1246
AUM
$206.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
586-203-2275
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Bingham Farms, MI
AUM
$203.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-641-3540
SAPPHIRE BLUE INVESTMENT PARTNERS
Fenton, MI
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
810-714-9456