ONTRACK WEALTH MANAGEMENT
Canton, MI
AUM
$112.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
734-751-6818
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MI
216 advisers found
AFS WEALTH MANAGEMENT, LLC
Farmington Hills, MI
AUM
$107.7M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
248-888-7530
STRICKLER INVESTMENT SERVICES, LLC
Brighton, MI
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
5176189000
DYNAMIC WEALTH SOLUTIONS LLC
Southfield, MI
AUM
$102.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-844-397-7767
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
Grand Rapids, MI
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-655-1696
TRINITY FINANCIAL SERVICES, INC.
Bloomfield Hills, MI
AUM
$91.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-454-1996
WITTENBERG INVESTMENTS INC.
Southfield, MI
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
248-202-4470
HORIZONS PLANNING CORPORATION
Ann Arbor, MI
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-761-3155
ECOS WEALTH ADVISORS
Clarkston, MI
AUM
$86.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(248) 942-4842
VISION WEALTH MANAGEMENT, INC.
Commerce Twp, MI
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-259-7729
GPS FINANCIAL GROUP, LLC
Grand Rapids, MI
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-717-2266
SIMPLIFIED FINANCIAL PARTNERS
Calumet, MI
AUM
$78.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
906-337-4727
ASPIRE WEALTH
Caledonia, MI
AUM
$74.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(616) 828-3803
PINNACLE INVESTMENT ADVISORS, LLC
Ann Arbor, MI
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-662-1746
ATARAXIS ADVISORS LLC
Lansing, MI
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
517-882-7800
ADVIZE WEALTH MANAGEMENT
Rochester, MI
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(310) 765-7568
BOWLINE FINANCIAL, LLC
Grosse Pointe Woods, MI
AUM
$64.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(248) 327-6390
TREMONTE FINANCIAL CONSULTANTS
Traverse City, MI
AUM
$63.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(231) 486-6050
HARWOOD INVESTMENT STRATEGIES, L.L.C.
Monroe, MI
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
734-242-2408
TIM CRAWFORD CPA
Bridgeport, MI
AUM
$58.9M
Trusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(989) 652-0157
HARTWELL & COMPANY
St. Joseph, MI
AUM
$54.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(269) 983-2212
EMDE WEALTH MANAGEMENT LLC
Bloomfield Hills, MI
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
248-821-3633
WATERFORD FINANCIAL MANAGEMENT, LLC
Fair Haven, MI
AUM
$44.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
810-354-2055
VALLEY OAK INVESTMENT STRATEGIES LLC
Kalamazoo, MI
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
269-492-7220