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Find Retirement Advisors for Retirement Planning in Ada, Michigan

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Ada, Michigan

Last Updated - March 22, 2024

Ada has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Ada, Michigan have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Ada, Michigan

advisor-photo
vector.svg VERIFIED

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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Based

Top 3 Retirement Planning firms in Ada, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
USA FINANCIAL EXCHANGE
6020 East Fulton Street,
Ada, MI, 49301
$1,370,303,5551087038
Other (PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM)
2
USA FINANCIAL FORMULAS CORPORATION
6020 East Fulton Street,
Ada, MI, 49301
$544,367,973891652
A Percentage of AUM
3
USA FINANCIAL SECURITIES CORPORATION
6020 East Fulton Street,
Ada, MI, 49301
$223,546,5361433166
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based

Information on Top Retirement Planning firms in Ada, Michigan

QualificationsFirm CRD# 283466

Assets Under Management $1,370,303,555

No. Of Clients10870

Clients Per Financial Advisor286

USA FINANCIAL EXCHANGE is a financial advisory firm situated in Ada, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10870 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM)

Financial Planning Services

  • Selection of Other Advisors
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QualificationsFirm CRD# 139987

Assets Under Management $544,367,973

No. Of Clients8916

Clients Per Financial Advisor171

USA FINANCIAL FORMULAS CORPORATION is a financial advisory firm situated in Ada, Michigan. With a nearly $544M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8916 clients. The team consists of 52 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
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QualificationsFirm CRD# 103857

Assets Under Management $223,546,536

No. Of Clients1433

Clients Per Financial Advisor9

USA FINANCIAL SECURITIES CORPORATION is a financial advisory firm situated in Ada, Michigan. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1433 clients. The team consists of 166 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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