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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 - February 19, 2024

Michigan has 5 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 20 years of experience.

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List of Qualified Retirement Planning Advisors in Michigan

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Adam 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

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Todd 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

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Peter Shunyia
CFP®
LPL Financial/Shunyia & Co. Private Wealth Advisors

Qualifications
CRD# 4474844
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Kroon & Mitchell Asset Management
CPA, CFA®

Qualifications
Firm CRD# 168120
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, 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

Top 15 Retirement Planning firms in Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
JACKSON NATIONAL ASSET MANAGEMENT, LLC
1 Corporate Way,
Lansing, MI, 48951
$222,731,514,408132176
A Percentage of AUM, Fixed Fees
2
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center, Suite 100
Southfield, MI, 48075
$18,613,469,25116470130
A Percentage of AUM, Hourly charges, Fixed Fees
3
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
$17,421,295,1838264
A Percentage of AUM, Performance Based
4
YOUSIF CAPITAL MANAGEMENT, LLC
39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
$12,103,858,87133215
A Percentage of AUM
5
MCQUEEN FINANCIAL ADVISORS II, INC.
1239 Anderson Road,
Clawson, MI, 48017
$11,794,814,69814550
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
6
BRICKTOWN CAPITAL, LLC
600 E. Lafayette Blvd,
Detroit, MI, 48226
$10,045,676,0008327
A Percentage of AUM
7
CLARKSTON CAPITAL PARTNERS, LLC
303 East Third St, Suite 110
Rochester, MI, 48307
$6,523,893,100202537
A Percentage of AUM, Fixed Fees
8
SCHWARTZ & CO.
3707 W. Maple Rd, Ste 201
Bloomfield Hills, MI, 48301
$6,330,452,360111227
A Percentage of AUM, Fixed Fees, Commission Based
9
SPC
300 Parkland Plaza,
Ann Arbor, MI, 48103
$5,964,256,85234594610
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR ATTENDANCE FEES)
10
ZHANG FINANCIAL
5931 Oakland Dr.,
Portage, MI, 49024
$5,043,963,628584640
A Percentage of AUM, Hourly charges, Fixed Fees
11
HANTZ FINANCIAL SERVICES, INC.
26200 American Drive, Fifth Floor
Southfield, MI, 48034
$4,901,997,61590199355
A Percentage of AUM, Hourly charges, Fixed Fees
12
MAINSTAY CAPITAL MANAGEMENT, LLC
10775 South Saginaw, Bldg C, Suite F
Grand Blanc, MI, 48439
$3,607,756,689366429
A Percentage of AUM, Fixed Fees
13
ADVANCE CAPITAL MANAGEMENT INC
One Towne Square, Suite 444
Southfield, MI, 48076
$3,569,927,5291369954
A Percentage of AUM, Fixed Fees
14
BRICK CAPITAL MANAGEMENT INC
1400 Abbot Road, Ste 105,
East Lansing, MI, 48823
$3,526,000,000231
Fixed Fees
15
AZIMUTH CAPITAL MANAGEMENT
200 East Long Lake Road, Suite 160
Bloomfield Hills, MI, 48304
$3,084,396,965150322
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

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