Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Adam Schwallier
CFP®
Schwallier Wealth Management LLC
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Minimum Assets Required
$250,000
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.
Fee-Only, Hourly, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | USA FINANCIAL EXCHANGE 6020 East Fulton Street, Ada, MI, 49301 | $1,370,303,555 | 10870 | 38 | Other (PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM) |
2 | USA FINANCIAL FORMULAS CORPORATION 6020 East Fulton Street, Ada, MI, 49301 | $544,367,973 | 8916 | 52 | A Percentage of AUM |
3 | USA FINANCIAL SECURITIES CORPORATION 6020 East Fulton Street, Ada, MI, 49301 | $223,546,536 | 1433 | 166 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
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.
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.
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.
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