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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 can 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 - December 2, 2024Michigan has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 259 non-vetted advisors in your local area. These retirement advisors in Michigan have an average of 14 years of experience.
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List of Qualified Retirement Planning Advisors in Michigan
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- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
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-Based, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
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 | JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way, Lansing, MI, 48951 | $222,731,514,408 | 132 | 176 | A Percentage of AUM, Fixed Fees |
| 2 | PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075 | $18,613,469,251 | 16470 | 130 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503 | $17,421,295,183 | 82 | 64 | A Percentage of AUM, Performance Based |
| 4 | YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304 | $12,103,858,871 | 332 | 15 | A Percentage of AUM |
| 5 | MCQUEEN FINANCIAL ADVISORS II, INC. 1239 Anderson Road, Clawson, MI, 48017 | $11,794,814,698 | 145 | 50 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 6 | BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd, Detroit, MI, 48226 | $10,045,676,000 | 83 | 27 | A Percentage of AUM |
| 7 | CLARKSTON CAPITAL PARTNERS, LLC 303 East Third St, Suite 110 Rochester, MI, 48307 | $6,523,893,100 | 2025 | 37 | A Percentage of AUM, Fixed Fees |
| 8 | SCHWARTZ & CO. 3707 W. Maple Rd, Ste 201 Bloomfield Hills, MI, 48301 | $6,330,452,360 | 1112 | 27 | A Percentage of AUM, Fixed Fees, Commission Based |
| 9 | SPC 300 Parkland Plaza, Ann Arbor, MI, 48103 | $5,964,256,852 | 34594 | 610 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR ATTENDANCE FEES) |
| 10 | ZHANG FINANCIAL 5931 Oakland Dr., Portage, MI, 49024 | $5,043,963,628 | 5846 | 40 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | HANTZ FINANCIAL SERVICES, INC. 26200 American Drive, Fifth Floor Southfield, MI, 48034 | $4,901,997,615 | 90199 | 355 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | MAINSTAY CAPITAL MANAGEMENT, LLC 10775 South Saginaw, Bldg C, Suite F Grand Blanc, MI, 48439 | $3,607,756,689 | 3664 | 29 | A Percentage of AUM, Fixed Fees |
| 13 | ADVANCE CAPITAL MANAGEMENT INC One Towne Square, Suite 444 Southfield, MI, 48076 | $3,569,927,529 | 13699 | 54 | A Percentage of AUM, Fixed Fees |
| 14 | BRICK CAPITAL MANAGEMENT INC 1400 Abbot Road, Ste 105, East Lansing, MI, 48823 | $3,526,000,000 | 23 | 1 | Fixed Fees |
| 15 | AZIMUTH CAPITAL MANAGEMENT 200 East Long Lake Road, Suite 160 Bloomfield Hills, MI, 48304 | $3,084,396,965 | 1503 | 22 | A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS) |
Information on Top Retirement Planning firms in Michigan
QualificationsFirm CRD# 111079
Assets Under Management $222,731,514,408
No. Of Clients132
Clients Per Financial Advisor1
JACKSON NATIONAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Lansing, Michigan. With a nearly $223B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 clients. The team consists of 176 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 112158
Assets Under Management $18,613,469,251
No. Of Clients16470
Clients Per Financial Advisor127
PLANTE MORAN FINANCIAL ADVISORS is a financial advisory firm situated in Southfield, Michigan. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16470 clients. The team consists of 130 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 282516
Assets Under Management $17,421,295,183
No. Of Clients82
Clients Per Financial Advisor1
OA PRIVATE CAPITAL is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 64 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 312511
Assets Under Management $12,103,858,871
No. Of Clients332
Clients Per Financial Advisor22
YOUSIF CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 332 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
- Portfolio Management for Business
QualificationsFirm CRD# 109325
Assets Under Management $11,794,814,698
No. Of Clients145
Clients Per Financial Advisor3
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 145 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
- Portfolio Management for Business
QualificationsFirm CRD# 319290
Assets Under Management $10,045,676,000
No. Of Clients83
Clients Per Financial Advisor3
BRICKTOWN CAPITAL, LLC is a financial advisory firm situated in Detroit, Michigan. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 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
Financial Planning Services
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 143456
Assets Under Management $6,523,893,100
No. Of Clients2025
Clients Per Financial Advisor55
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 2025 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 7294
Assets Under Management $6,330,452,360
No. Of Clients1112
Clients Per Financial Advisor41
SCHWARTZ & CO. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1112 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110692
Assets Under Management $5,964,256,852
No. Of Clients34594
Clients Per Financial Advisor57
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 34594 clients. The team consists of 610 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 159257
Assets Under Management $5,043,963,628
No. Of Clients5846
Clients Per Financial Advisor146
ZHANG FINANCIAL is a financial advisory firm situated in Portage, Michigan. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5846 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 46047
Assets Under Management $4,901,997,615
No. Of Clients90199
Clients Per Financial Advisor254
HANTZ FINANCIAL SERVICES, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 90199 clients. The team consists of 355 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109528
Assets Under Management $3,607,756,689
No. Of Clients3664
Clients Per Financial Advisor126
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 3664 clients. The team consists of 29 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110767
Assets Under Management $3,569,927,529
No. Of Clients13699
Clients Per Financial Advisor254
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 13699 clients. The team consists of 54 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 107600
Assets Under Management $3,526,000,000
No. Of Clients23
Clients Per Financial Advisor23
BRICK CAPITAL MANAGEMENT INC is a financial advisory firm situated in East Lansing, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Business
QualificationsFirm CRD# 319062
Assets Under Management $3,084,396,965
No. Of Clients1503
Clients Per Financial Advisor68
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 1503 clients. The team consists of 22 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 OUR AFFILIATES FTCS AND FRS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
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 Grand Rapids, Michigan
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Looking for more choices? Use our free match service to compare retirement planners serving your area.