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.
Bay City has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Bay City, Michigan have an average of 17 years of experience.
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | DBS INVESTMENT ADVISERS, LLC 6006 Westside Saginaw Road, Bay City, MI, 48706 | $164,969,120 | 724 | 7 | A Percentage of AUM, Hourly charges, Other (SHARE IN THIRD PARTY ADVISORY FEES) |
2 | ACT TWO FINANCIAL ADVISORS, LLC 6006 Westside Saginaw Rd., Bay City, MI, 48706 | $27,079,959 | 175 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 123283
Assets Under Management $164,969,120
No. Of Clients724
Clients Per Financial Advisor103
DBS INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Bay City, Michigan. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 222513
Assets Under Management $27,079,959
No. Of Clients175
Clients Per Financial Advisor88
ACT TWO FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Bay City, Michigan. With a nearly $27M assets under management, the firm specializes in crafting personalized retirement planning solutions for 175 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.