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Find Retirement Advisors for Retirement Planning in Ada, Michigan

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 - April 25, 2025

Ada has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 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

VERIFIED

Adam Schwallier
CFP^®
Schwallier Wealth Management LLC

Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66

Minimum Assets Required
$250,000

Address

607 Cascade West Parkway SE,
Grand Rapids, MI 49546 See Details

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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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 4 Retirement Planning firms in Ada, Michigan (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6020 East Fulton Street, Ada, MI, 49301	$1,399,837,496	10320	38	Other (PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM)
2	6020 East Fulton Street, Ada, MI, 49301	$585,852,896	6411	52	A percentage of AUM
3	6020 East Fulton Street, Ada, MI, 49301	$268,691,644	1395	166	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
4	7504 Thornapple River Dr. Se, Ada, MI, 49301	$260,500,000	1266	6	A percentage of AUM, Hourly charges, Fixed fees, Other (SUBSCRIPTION FEE LONG TERM PLANNING)

Information on Top Retirement Planning firms in Ada, Michigan

USA FINANCIAL EXCHANGE

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QualificationsFirm CRD# 283466

Assets Under Management $1,399,837,496

No. Of Clients10320

Clients Per Financial Advisor272

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 10320 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 for other advisors
Other (CREATE A PLATFORM FOR RIAS TO ACCESS MONEY MANAGERS AND CUSTODIAL RELATIONSHIPS.)

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USA FINANCIAL FORMULAS CORPORATION

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QualificationsFirm CRD# 139987

Assets Under Management $585,852,896

No. Of Clients6411

Clients Per Financial Advisor123

USA FINANCIAL FORMULAS CORPORATION is a financial advisory firm situated in Ada, Michigan. With a nearly $586M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6411 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 and/or small businesses
Portfolio management for businesses or institutional clients

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USA FINANCIAL SECURITIES CORPORATION

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QualificationsFirm CRD# 103857

Assets Under Management $268,691,644

No. Of Clients1395

Clients Per Financial Advisor8

USA FINANCIAL SECURITIES CORPORATION is a financial advisory firm situated in Ada, Michigan. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1395 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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CALDER FINANCIAL GROUP

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QualificationsFirm CRD# 143973

Assets Under Management $260,500,000

No. Of Clients1266

Clients Per Financial Advisor211

CALDER FINANCIAL GROUP is a financial advisory firm situated in Ada, Michigan. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1266 clients. The team consists of 6 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 (SUBSCRIPTION FEE LONG TERM PLANNING)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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