INFINITY ADVISORY GROUP
Portage, MI
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
269-888-2301
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI
383 advisers found
REVALUE LLC
Grand Rapids, MI
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
888-642-2728
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
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
SOLYCO WEALTH LLC
Birmingham, MI
AUM
$116.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
947-208-4035
RYZOME INVESTMENT ADVISORS
Okemos, MI
AUM
$116.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
517-347-2210
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
MD WEALTH MANAGEMENT, LLC
Chelsea, MI
AUM
$109.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
734-433-9600
EASTOWN FINANCIAL ADVISORS, LLC
Grand Rapids, MI
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(616) 233-9773
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
IMBER FINANCIAL GROUP, LLC
Ann Arbor, MI
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
734-769-1719
STRATEGIC FINANCIAL GROUP, L.L.C.
Grand Haven, MI
AUM
$105.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
616-935-7400
REITZ CAPITAL ADVISORS LLC
Freeland, MI
AUM
$103.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(989) 791-3693
GLOBAL WEALTH ADVISORS LLC
Troy, MI
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-457-4555
VITALE WEALTH MANAGEMENT
Metamora, MI
AUM
$101.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
855-756-5700
FRONT STREET WEALTH MANAGEMENT
Traverse City, MI
AUM
$97.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
231-947-3775
LEONARD ADVISORY GROUP LLC
Saint Joseph, MI
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
269-588-1362
DOCSA CAPITAL MANAGEMENT, INC.
Portage, MI
AUM
$95.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
269-488-2322
PROSPERITY WEALTH STRATEGIES LLC
Bloomfield Hills, MI
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(248) 963-0568
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