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Find Retirement Advisors for Retirement Planning in Birmingham, 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 Birmingham, Michigan
Last Updated - April 25, 2025Birmingham has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Birmingham, Michigan have an average of 12 years of experience.
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List of Qualified Retirement Planning Advisors in Birmingham, Michigan
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
VERIFIEDRobert Lamm
CRPC®
Prudential
Qualifications
CRD# 6160636
Firm CRD# 8733
Series 7, 65
Minimum Assets Required
Not Specified
Advisory Services:
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, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, 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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Birmingham, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 111 E. Merrill Street, Suite 400 Birmingham, MI, 48009 | $3,349,365,530 | 2822 | 29 | A percentage of AUM, Fixed fees |
| 2 | 34100 Woodward Avenue, Suite 210 Birmingham, MI, 48009-0961 | $2,060,639,394 | 251 | 16 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 255 South Old Woodward Ave., Suite 310 Birmingham, MI, 48009-6615 | $1,155,601,417 | 667 | 21 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 260 E. Brown St., Suite 250 Birmingham, MI, 48009 | $753,783,758 | 5 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 5 | 401 S Old Woodward Avenue, Ste 430 Birmingham, MI, 48009 | $752,155,577 | 382 | 4 | A percentage of AUM |
| 6 | 2175 Cole Street, Birmingham, MI, 48009 | $713,022,957 | 3697 | 12 | A percentage of AUM, Hourly charges, Subscription fees, Performance Based |
| 7 | 300 Park Street, Suite 400 Birmingham, MI, 48009 | $508,521,062 | 4 | 11 | A percentage of AUM, Performance Based |
| 8 | 700 Forest Ave, Birmingham, MI, 48009 | $402,699,159 | 9 | 19 | A percentage of AUM, Performance Based |
| 9 | 111 E. Merrill Street, Suite 400 Birmingham, MI, 48009 | $389,478,841 | 39 | 4 | A percentage of AUM, Performance Based |
| 10 | 380 N Old Woodward Avenue, Ste 205, Birmingham, MI, 48009 | $299,935,429 | 10 | 10 | A percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO) |
| 11 | 380 N. Old Woodward Ave, Suite 205 Birmingham, MI, 48009 | $292,508,110 | 7 | 10 | A percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO) |
| 12 | 525 W. Merrill St., Birmingham, MI, 48009 | $279,251,739 | 359 | 4 | A percentage of AUM, Fixed fees |
| 13 | 677 Harmon Street, Birmingham, MI, 48009 | $274,988,274 | 14 | 1 | Performance Based |
| 14 | 102 Pierce St, Birmingham, MI, 48009 | $205,939,010 | 11 | 9 | Other (A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C) |
| 15 | 148 Pierce Street, Suite 200 Birmingham, MI, 48009 | $189,053,881 | 613 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Birmingham, Michigan
QualificationsFirm CRD# 169114
Assets Under Management $3,349,365,530
No. Of Clients2822
Clients Per Financial Advisor97
SCHECHTER INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2822 clients. The team consists of 29 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 108954
Assets Under Management $2,060,639,394
No. Of Clients251
Clients Per Financial Advisor16
SEIZERT CAPITAL PARTNERS is a financial advisory firm situated in Birmingham, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 251 clients. The team consists of 16 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110268
Assets Under Management $1,155,601,417
No. Of Clients667
Clients Per Financial Advisor32
PLANNING ALTERNATIVES LTD is a financial advisory firm situated in Birmingham, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 667 clients. The team consists of 21 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# 300629
Assets Under Management $753,783,758
No. Of Clients5
Clients Per Financial Advisor1
VALSTONE PARTNERS VI is a financial advisory firm situated in Birmingham, Michigan. With a nearly $754M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106063
Assets Under Management $752,155,577
No. Of Clients382
Clients Per Financial Advisor96
LIBERTY CAPITAL MANAGEMENT INC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $752M assets under management, the firm specializes in crafting personalized retirement planning solutions for 382 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 137839
Assets Under Management $713,022,957
No. Of Clients3697
Clients Per Financial Advisor308
Q3 ASSET MANAGEMENT CORPORATION is a financial advisory firm situated in Birmingham, Michigan. With a nearly $713M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3697 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
- Hourly charges
- Subscription fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Market timing services
- Other (CONSULTATION SERVICES)
QualificationsFirm CRD# 160327
Assets Under Management $508,521,062
No. Of Clients4
Clients Per Financial Advisor0
STURBRIDGE CAPITAL LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $509M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 11 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# 169198
Assets Under Management $402,699,159
No. Of Clients9
Clients Per Financial Advisor0
BLOOMFIELD CAPITAL HOLDINGS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 19 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# 289491
Assets Under Management $389,478,841
No. Of Clients39
Clients Per Financial Advisor10
SCHECHTER PRIVATE CAPITAL, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $389M assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 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# 306604
Assets Under Management $299,935,429
No. Of Clients10
Clients Per Financial Advisor1
TRP CAPITAL ADVISORS V, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
- Performance Based
- Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 281098
Assets Under Management $292,508,110
No. Of Clients7
Clients Per Financial Advisor1
TRP CAPITAL ADVISORS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
- Performance Based
- Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 312303
Assets Under Management $279,251,739
No. Of Clients359
Clients Per Financial Advisor90
MOTIVE WEALTH ADVISORS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 306808
Assets Under Management $274,988,274
No. Of Clients14
Clients Per Financial Advisor14
LAKESIDE DRIVE MANAGEMENT LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 134320
Assets Under Management $205,939,010
No. Of Clients11
Clients Per Financial Advisor1
STRENGTH CAPITAL PARTNERS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 305619
Assets Under Management $189,053,881
No. Of Clients613
Clients Per Financial Advisor123
PALATINE HILL WEALTH MANAGEMENT is a financial advisory firm situated in Birmingham, Michigan. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 613 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
- Selection for other advisors
- Other (CONSULTING)
Retirement Planners Near You
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