KROON & MITCHELL ASSET MANAGEMENT LLC
Grand Rapids, MI
AUM
$220.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
616-356-2002
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI
383 advisers found
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
SAGE HILL CAPITAL
Ann Arbor, MI
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
888-988-5623
RETIREMITTEN FINANCIAL LLC
Milford, MI
AUM
$213.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
248-935-0470
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
DWP
Grosse Pointe Farms, MI
AUM
$208.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
313-885-0114
AUM
$206.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
586-203-2275
UP NORTH FINANCIAL, LLC
Traverse City, MI
AUM
$203.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(231) 929-9300
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
INDEPENDENT WEALTH MANAGEMENT, LLC
Traverse City, MI
AUM
$203.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
231-929-1086
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
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
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
KRS CAPITAL MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$188.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-433-0621
AUM
$186.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(906) 236-5500
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Sterling Heights, MI
AUM
$184.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
586-226-2100
SHOTWELL RUTTER BAER INC
Lansing, MI
AUM
$183.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
517-321-4832
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
HOOVER PRIVATE WEALTH, LLC
Royal Oak, MI
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(248) 298-4000
GREAT LAKES WEALTH, LLC
Northville, MI
AUM
$166.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(248) 378-1200
RETIREMENT RESOURCES, LLC
Auburn Hills, MI
AUM
$166.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-732-5751