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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 - May 15, 2025Ann 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTodd 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJoseph 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Ann Arbor, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 300 Parkland Plaza, Ann Arbor, MI, 48103 | $5,562,939,194 | 30541 | 470 | A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES) |
| 2 | 2301 Platt Road, Suite 300 Ann Arbor, MI, 48104 | $2,421,756,308 | 1267 | 23 | A percentage of AUM, Fixed fees |
| 3 | 924 N Main Street, Suite 1 Ann Arbor, MI, 48104 | $979,856,441 | 1324 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 110 N. Miller Ave., 1st Floor Ann Arbor, MI, 48104 | $832,809,325 | 1337 | 13 | A percentage of AUM |
| 5 | 24 Frank Lloyd Wright Drive, Suite H3225, Ann Arbor, MI, 48105 | $622,442,355 | 2 | 3 | A percentage of AUM, Performance Based |
| 6 | 825 Victors Way, Suite 150 Ann Arbor, MI, 48108 | $611,719,592 | 1463 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 3909 Research Park Drive, Suite 200 Ann Arbor, MI, 48108 | $395,111,243 | 2510 | 82 | 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 | $308,848,758 | 5 | 4 | A percentage of AUM, Performance Based |
| 9 | 415 Detroit St., Ste 100 Ann Arbor, MI, 48104 | $302,096,323 | 1124 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 412 East Huron, Ann Arbor, MI, 48104 | $290,417,938 | 686 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 116 E. Washington St. Suite 210, Ann Arbor, MI, 48104 | $175,184,882 | 512 | 3 | Fixed fees |
| 12 | 333 S. Main St., Suite 200 Ann Arbor, MI, 48104 | $153,079,197 | 291 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 3040 Lohr Road, Ann Arbor, MI, 48108 | $149,469,276 | 27 | 4 | A percentage of AUM, Fixed fees, Performance Based |
| 14 | 777 E. Eisenhower Pkwy, Suite 740 Ann Arbor, MI, 48108 | $148,170,000 | 575 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL COMPENSATION) |
| 15 | 2211 Old Earhart Rd., Suite 155 Ann Arbor, MI, 48105 | $127,441,060 | 341 | 3 | 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)
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
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
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
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
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
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
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
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
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
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)
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
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
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
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)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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