SCHWALLIER WEALTH MANAGEMENT
Grand Rapids, MI
AUM
$197.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-855-2051
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MI
216 advisers found
J2 CAPITAL MANAGEMENT, INC.
Troy, MI
AUM
$195.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-641-4444
CIG ASSET MANAGEMENT, INC.
Southfield, MI
AUM
$192.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
248-827-1010
AUM
$186.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(906) 236-5500
AUM
$183.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
914-997-0403
ROCHESTER WEALTH STRATEGIES, LLC
Rochester, MI
AUM
$177.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(248) 434-6550
GASAWAY INVESTMENT ADVISORS, INC.
Kalamazoo, MI
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(269) 324-0080
PATRICK FINANCIAL GROUP LLC.
Brighton, MI
AUM
$170.4M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
810-225-9876
CIRRUS CAPITAL LLC
Bloomfield Hills, MI
AUM
$170.4M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
248-290-6222
CITY CENTER ADVISORS, LLC
Troy, MI
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
888-267-1321
GRAETZ WEALTH
Jenison, MI
AUM
$158.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(616) 226-8867
RHL GROUP, LLC
Holly, MI
AUM
$155.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-634-7720
GREENWAY FINANCIAL, LLC
Farmington Hills, MI
AUM
$151.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
248-851-2727
HARBORFRONT FINANCIAL GROUP
Ludington, MI
AUM
$149.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
231-843-1516
VISION CAPITAL PARTNERS
Ann Arbor, MI
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
734-356-3250
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-643-4820
WEALTH EASE WEALTH MANAGEMENT
Marshall, MI
AUM
$132.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
269-781-8371
SYNERGY WEALTH MANAGEMENT, LLC
Grand Rapids, MI
AUM
$127.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
616-285-7818
IIC
Bloomfield Hills, MI
AUM
$125.0M
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Fixed fees; CHARGE AN ASSET BASED FEE ON RETIREMENT PLANS UNDER ADVISEMENT
248-339-9808
STREAMSONG ADVISORS, LLC
Grand Rapids, MI
AUM
$124.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(616) 433-6006
LEGACY FINANCIAL SERVICES GROUP, INC.
Traverse City, MI
AUM
$122.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
231-933-0631
OPTIMAL CAPITAL ADVISORS, LLC
Traverse City, MI
AUM
$119.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
231-933-4677
PINNACLE WEALTH MANAGEMENT, INC.
Brighton, MI
AUM
$118.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
810-220-6322
VANDERPOL INVESTMENTS L.L.C.
Caledonia, MI
AUM
$118.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(616) 315-2550