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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 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 Ann Arbor, Michigan
Last Updated - April 11, 2024Ann Arbor has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Ann Arbor, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Ann Arbor, Michigan
VERIFIEDTodd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
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-Based, Based on Assets
VERIFIEDMichael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC
Qualifications
CRD# 4770771
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDPeter Shunyia
CFP®
LPL Financial/Shunyia & Co. Private Wealth Advisors
Qualifications
CRD# 4474844
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Ann Arbor, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SPC 300 Parkland Plaza, Ann Arbor, MI, 48103 | $5,964,256,852 | 34594 | 610 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR ATTENDANCE FEES) |
| 2 | RETIREMENT INCOME SOLUTIONS, INC. 2301 Platt Road, Suite 300 Ann Arbor, MI, 48104 | $2,145,728,163 | 1263 | 20 | A Percentage of AUM, Fixed Fees |
| 3 | COLUMBIA ASSET MANAGEMENT, L.L.C. 924 N Main Street, Suite 1 Ann Arbor, MI, 48104 | $794,811,645 | 1176 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | SPEYSIDE EQUITY ADVISERS LLC 24 Frank Lloyd Wright Drive, Suite H3225, Ann Arbor, MI, 48105 | $622,442,355 | 1 | 3 | A Percentage of AUM, Performance Based |
| 5 | EXCHANGE CAPITAL MANAGEMENT INC 303 Detroit Street, Suite 203 Ann Arbor, MI, 48104 | $609,916,706 | 1042 | 13 | A Percentage of AUM |
| 6 | ARBOR TRUST WEALTH ADVISORS, LLC 825 Victors Way, Suite 150 Ann Arbor, MI, 48108 | $450,554,537 | 1300 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | GREENUP STREET WEALTH MANAGEMENT LLC 2723 S State Street, Suite 117 Ann Arbor, MI, 48104 | $359,407,070 | 1301 | 12 | A Percentage of AUM, Fixed Fees |
| 8 | RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. 201 South Main Street, 10th Floor Ann Arbor, MI, 48104-2113 | $325,579,090 | 4 | 3 | A Percentage of AUM, Performance Based |
| 9 | POLLOCK INVESTMENT ADVISORS, LLC 412 East Huron, Ann Arbor, MI, 48104 | $268,909,273 | 670 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | DARDEN WEALTH GROUP 415 Detroit St., Ste 100 Ann Arbor, MI, 48104 | $212,465,274 | 253 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | PALATINE HILL WEALTH MANAGEMENT 229 Depot Street, Ann Arbor, MI, 48104 | $156,358,967 | 598 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | SAGE HILL CAPITAL 333 S. Main St., Suite 200 Ann Arbor, MI, 48104 | $143,124,511 | 289 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | CYPRESS CAPITAL WEALTH MANAGEMENT LLC 2800 S State St., Suite 110 Ann Arbor, MI, 48104 | $129,287,793 | 17 | 4 | A Percentage of AUM |
| 14 | VISION CAPITAL PARTNERS 2211 Old Earhart Rd., Suite 155 Ann Arbor, MI, 48105 | $106,331,295 | 431 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (COMPENSATION AGREEMENTS) |
Information on Top Retirement Planning firms in Ann Arbor, Michigan
QualificationsFirm CRD# 110692
Assets Under Management $5,964,256,852
No. Of Clients34594
Clients Per Financial Advisor57
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 34594 clients. The team consists of 610 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110145
Assets Under Management $2,145,728,163
No. Of Clients1263
Clients Per Financial Advisor63
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 1263 clients. The team consists of 20 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 124174
Assets Under Management $794,811,645
No. Of Clients1176
Clients Per Financial Advisor196
COLUMBIA ASSET MANAGEMENT, L.L.C. is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $795M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 325765
Assets Under Management $622,442,355
No. Of Clients1
Clients Per Financial Advisor0
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 1 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
QualificationsFirm CRD# 104875
Assets Under Management $609,916,706
No. Of Clients1042
Clients Per Financial Advisor80
EXCHANGE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $610M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1042 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 169611
Assets Under Management $450,554,537
No. Of Clients1300
Clients Per Financial Advisor130
ARBOR TRUST WEALTH ADVISORS, LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1300 clients. The team consists of 10 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 311391
Assets Under Management $359,407,070
No. Of Clients1301
Clients Per Financial Advisor108
GREENUP STREET WEALTH MANAGEMENT LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $359M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1301 clients. The team consists of 12 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 162268
Assets Under Management $325,579,090
No. Of Clients4
Clients Per Financial Advisor1
RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
QualificationsFirm CRD# 153350
Assets Under Management $268,909,273
No. Of Clients670
Clients Per Financial Advisor112
POLLOCK INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 670 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 294926
Assets Under Management $212,465,274
No. Of Clients253
Clients Per Financial Advisor51
DARDEN WEALTH GROUP is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 305619
Assets Under Management $156,358,967
No. Of Clients598
Clients Per Financial Advisor120
PALATINE HILL WEALTH MANAGEMENT is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 598 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 155016
Assets Under Management $143,124,511
No. Of Clients289
Clients Per Financial Advisor145
SAGE HILL CAPITAL is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 289 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 312340
Assets Under Management $129,287,793
No. Of Clients17
Clients Per Financial Advisor4
CYPRESS CAPITAL WEALTH MANAGEMENT LLC is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 175147
Assets Under Management $106,331,295
No. Of Clients431
Clients Per Financial Advisor144
VISION CAPITAL PARTNERS is a financial advisory firm situated in Ann Arbor, Michigan. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 431 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
- Commission Based
- Other (COMPENSATION AGREEMENTS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brighton, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Troy, Michigan
Looking for more choices? Use our free match service to compare retirement planners serving your area.