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Find Retirement Advisors for Retirement Planning in Ann Arbor, 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 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 Ann Arbor, Michigan

Last Updated - April 25, 2025

Ann Arbor has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Ann Arbor, Michigan have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Ann Arbor, Michigan

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Todd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors

Qualifications
CRD# 5795799
Firm CRD# 111147

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-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Joseph 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

300 Parkland Plaza,
Ann Arbor, MI, 48103
$5,562,939,19430541470
A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES)
2

2301 Platt Road, Suite 300
Ann Arbor, MI, 48104
$2,421,756,308126723
A percentage of AUM, Fixed fees
3

924 N Main Street, Suite 1
Ann Arbor, MI, 48104
$979,856,44113247
A percentage of AUM, Hourly charges, Fixed fees
4

110 N. Miller Ave., 1st Floor
Ann Arbor, MI, 48104
$832,809,325133713
A percentage of AUM
5

24 Frank Lloyd Wright Drive, Suite H3225,
Ann Arbor, MI, 48105
$622,442,35523
A percentage of AUM, Performance Based
6

825 Victors Way, Suite 150
Ann Arbor, MI, 48108
$611,719,592146315
A percentage of AUM, Hourly charges, Fixed fees
7

3909 Research Park Drive, Suite 200
Ann Arbor, MI, 48108
$395,111,243251082
A percentage of AUM, Hourly charges, Fixed fees, Other (PROMOTER FEES FROM OTHER ADVISORS)
8

201 South Main Street, 10th Floor
Ann Arbor, MI, 48104-2113
$308,848,75854
A percentage of AUM, Performance Based
9

415 Detroit St., Ste 100
Ann Arbor, MI, 48104
$302,096,32311245
A percentage of AUM, Hourly charges, Fixed fees
10

412 East Huron,
Ann Arbor, MI, 48104
$290,417,9386866
A percentage of AUM, Hourly charges, Fixed fees
11

116 E. Washington St. Suite 210,
Ann Arbor, MI, 48104
$175,184,8825123
Fixed fees
12

333 S. Main St., Suite 200
Ann Arbor, MI, 48104
$153,079,1972912
A percentage of AUM, Hourly charges, Fixed fees
13

3040 Lohr Road,
Ann Arbor, MI, 48108
$149,469,276274
A percentage of AUM, Fixed fees, Performance Based
14

777 E. Eisenhower Pkwy, Suite 740
Ann Arbor, MI, 48108
$148,170,0005756
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL COMPENSATION)
15

2211 Old Earhart Rd., Suite 155
Ann Arbor, MI, 48105
$127,441,0603413
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Ann Arbor, Michigan

QualificationsFirm CRD# 110692

Assets Under Management $5,562,939,194

No. Of Clients30541

Clients Per Financial Advisor65

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 30541 clients. The team consists of 470 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTATION SERVICES)
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QualificationsFirm CRD# 110145

Assets Under Management $2,421,756,308

No. Of Clients1267

Clients Per Financial Advisor55

RETIREMENT INCOME SOLUTIONS, INC. is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1267 clients. The team consists of 23 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 124174

Assets Under Management $979,856,441

No. Of Clients1324

Clients Per Financial Advisor189

COLUMBIA ASSET MANAGEMENT, L.L.C. is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1324 clients. The team consists of 7 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 104875

Assets Under Management $832,809,325

No. Of Clients1337

Clients Per Financial Advisor103

EXCHANGE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $833M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1337 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 325765

Assets Under Management $622,442,355

No. Of Clients2

Clients Per Financial Advisor1

SPEYSIDE EQUITY ADVISERS LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $622M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 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 pooled investment vehicles
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QualificationsFirm CRD# 169611

Assets Under Management $611,719,592

No. Of Clients1463

Clients Per Financial Advisor98

ARBOR TRUST WEALTH ADVISORS, LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1463 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 140367

Assets Under Management $395,111,243

No. Of Clients2510

Clients Per Financial Advisor31

CONCORDE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2510 clients. The team consists of 82 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 (PROMOTER FEES FROM OTHER ADVISORS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 162268

Assets Under Management $308,848,758

No. Of Clients5

Clients Per Financial Advisor1

RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 4 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 pooled investment vehicles
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QualificationsFirm CRD# 294926

Assets Under Management $302,096,323

No. Of Clients1124

Clients Per Financial Advisor225

DARDEN WEALTH GROUP is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1124 clients. The team consists of 5 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 153350

Assets Under Management $290,417,938

No. Of Clients686

Clients Per Financial Advisor114

POLLOCK INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 686 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 281317

Assets Under Management $175,184,882

No. Of Clients512

Clients Per Financial Advisor171

ARBOR FINANCIAL is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 512 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (TAX PREPARATION FOR ADVISORY CLIENTS)
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QualificationsFirm CRD# 155016

Assets Under Management $153,079,197

No. Of Clients291

Clients Per Financial Advisor146

SAGE HILL CAPITAL is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 clients. The team consists of 2 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 312340

Assets Under Management $149,469,276

No. Of Clients27

Clients Per Financial Advisor7

CYPRESS CAPITAL WEALTH MANAGEMENT LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 284251

Assets Under Management $148,170,000

No. Of Clients575

Clients Per Financial Advisor96

FOUR FINANCIAL MANAGEMENT is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 575 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 (REFERRAL COMPENSATION)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 175147

Assets Under Management $127,441,060

No. Of Clients341

Clients Per Financial Advisor114

VISION CAPITAL PARTNERS is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 clients. The team consists of 3 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 services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
  • Other (FAMILY OFFICE SERVICES)
View Full Profile

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