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Find Retirement Advisors for Retirement Planning in Michigan
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Michigan, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Michigan
Last Updated - May 15, 2025Michigan has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 270 non-vetted advisors in your local area. These retirement advisors in Michigan have an average of 15 years of experience.
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List of Qualified Retirement Planning Advisors in Michigan
VERIFIEDRobert Lamm
CRPC®
Prudential
Qualifications
CRD# 6160636
Firm CRD# 8733
Series 7, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDAdam Schwallier
CFP®
Schwallier Wealth Management LLC
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDJoseph Dallo
AIF®
Dallo Financial
Qualifications
CRD# 6920688
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDTodd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors
Qualifications
CRD# 5795799
Firm CRD# 111147
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1 Corporate Way, Lansing, MI, 48951 | $246,667,042,077 | 132 | 164 | A percentage of AUM, Fixed fees |
| 2 | 3000 Town Center, Suite 100 Southfield, MI, 48075 | $20,526,058,796 | 17010 | 134 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503 | $20,209,044,347 | 85 | 74 | A percentage of AUM, Performance Based |
| 4 | 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304 | $15,029,547,343 | 412 | 15 | A percentage of AUM |
| 5 | 600 E. Lafayette Blvd, Detroit, MI, 48226 | $11,989,880,000 | 105 | 31 | A percentage of AUM |
| 6 | 1239 Anderson Road, Clawson, MI, 48017 | $11,615,174,704 | 178 | 50 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 7 | 3707 W. Maple Rd, Ste 201 Bloomfield Hills, MI, 48301 | $7,740,631,447 | 1241 | 27 | A percentage of AUM, Fixed fees, Commission Based |
| 8 | 303 East Third St, Suite 110 Rochester, MI, 48307 | $6,694,905,625 | 2124 | 37 | A percentage of AUM, Fixed fees |
| 9 | 26200 American Drive, Fifth Floor Southfield, MI, 48034 | $6,388,759,865 | 112547 | 370 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 5931 Oakland Dr., Portage, MI, 49024 | $6,034,201,776 | 6475 | 40 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 300 Parkland Plaza, Ann Arbor, MI, 48103 | $5,562,939,194 | 30541 | 470 | A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES) |
| 12 | 10775 South Saginaw, Bldg C, Suite F Grand Blanc, MI, 48439 | $4,167,228,076 | 3445 | 32 | A percentage of AUM, Fixed fees |
| 13 | One Towne Square, Suite 444 Southfield, MI, 48076 | $4,023,482,795 | 14038 | 55 | A percentage of AUM, Fixed fees |
| 14 | 4086 Legacy Parkway, Lansing, MI, 48911-4261 | $3,846,368,000 | 5272 | 36 | A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS) |
| 15 | 200 East Long Lake Road, Suite 160 Bloomfield Hills, MI, 48304 | $3,368,666,924 | 1537 | 23 | A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH) |
Information on Top Retirement Planning firms in Michigan
QualificationsFirm CRD# 111079
Assets Under Management $246,667,042,077
No. Of Clients132
Clients Per Financial Advisor1
JACKSON NATIONAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Lansing, Michigan. With a nearly $247B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 clients. The team consists of 164 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 112158
Assets Under Management $20,526,058,796
No. Of Clients17010
Clients Per Financial Advisor127
PLANTE MORAN FINANCIAL ADVISORS is a financial advisory firm situated in Southfield, Michigan. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17010 clients. The team consists of 134 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 282516
Assets Under Management $20,209,044,347
No. Of Clients85
Clients Per Financial Advisor1
OA PRIVATE CAPITAL is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 85 clients. The team consists of 74 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 312511
Assets Under Management $15,029,547,343
No. Of Clients412
Clients Per Financial Advisor27
YOUSIF CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 412 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 319290
Assets Under Management $11,989,880,000
No. Of Clients105
Clients Per Financial Advisor3
BRICKTOWN CAPITAL, LLC is a financial advisory firm situated in Detroit, Michigan. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109325
Assets Under Management $11,615,174,704
No. Of Clients178
Clients Per Financial Advisor4
MCQUEEN FINANCIAL ADVISORS II, INC. is a financial advisory firm situated in Clawson, Michigan. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 178 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 7294
Assets Under Management $7,740,631,447
No. Of Clients1241
Clients Per Financial Advisor46
SCHWARTZ & CO. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1241 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 143456
Assets Under Management $6,694,905,625
No. Of Clients2124
Clients Per Financial Advisor57
CLARKSTON CAPITAL PARTNERS, LLC is a financial advisory firm situated in Rochester, Michigan. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2124 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 46047
Assets Under Management $6,388,759,865
No. Of Clients112547
Clients Per Financial Advisor304
HANTZ FINANCIAL SERVICES, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112547 clients. The team consists of 370 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 159257
Assets Under Management $6,034,201,776
No. Of Clients6475
Clients Per Financial Advisor162
ZHANG FINANCIAL is a financial advisory firm situated in Portage, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6475 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 110692
Assets Under Management $5,562,939,194
No. Of Clients30541
Clients Per Financial Advisor65
SPC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30541 clients. The team consists of 470 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SEMINAR ATTENDANCE FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (CONSULTATION SERVICES)
QualificationsFirm CRD# 109528
Assets Under Management $4,167,228,076
No. Of Clients3445
Clients Per Financial Advisor108
MAINSTAY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Grand Blanc, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3445 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 110767
Assets Under Management $4,023,482,795
No. Of Clients14038
Clients Per Financial Advisor255
ADVANCE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Southfield, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14038 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 123047
Assets Under Management $3,846,368,000
No. Of Clients5272
Clients Per Financial Advisor146
REHMANN WEALTH is a financial advisory firm situated in Lansing, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5272 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SERVICING FEES FROM CUSTODIANS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 319062
Assets Under Management $3,368,666,924
No. Of Clients1537
Clients Per Financial Advisor67
AZIMUTH CAPITAL MANAGEMENT is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1537 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (REVENUE SHARING WITH FRS (OUR AFFILIATE)
- UPTIQ AND FLOURISH)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ann Arbor, Michigan
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- Retirement Planners in Farmington, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Novi, Michigan
- Retirement Planners in Plymouth, Michigan
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Looking for more choices? Use our free match service to compare retirement planners serving your area.