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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 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 Birmingham, Michigan
Last Updated - April 19, 2024Birmingham has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Birmingham, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Birmingham, Michigan
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
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
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 | SCHECHTER INVESTMENT ADVISORS, LLC 111 E. Merrill Street, Suite 400 Birmingham, MI, 48009 | $2,847,054,175 | 2461 | 29 | A Percentage of AUM, Fixed Fees |
| 2 | SEIZERT CAPITAL PARTNERS 34100 Woodward Avenue, Suite 210 Birmingham, MI, 48009-0961 | $1,964,199,678 | 248 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | PLANNING ALTERNATIVES LTD 255 South Old Woodward Ave., Suite 310 Birmingham, MI, 48009-6615 | $1,020,424,265 | 665 | 24 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | VALSTONE PARTNERS VI 260 E. Brown St., Suite 250 Birmingham, MI, 48009 | $840,712,587 | 5 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 5 | Q3 ASSET MANAGEMENT CORPORATION 2175 Cole Street, Birmingham, MI, 48009 | $619,036,511 | 3505 | 12 | A Percentage of AUM, Hourly charges, Subscription Fees, Performance Based |
| 6 | LIBERTY CAPITAL MANAGEMENT INC 401 S Old Woodward Avenue, Ste 430 Birmingham, MI, 48009 | $467,131,101 | 320 | 3 | A Percentage of AUM |
| 7 | STURBRIDGE CAPITAL LLC 300 Park Street, Suite 400 Birmingham, MI, 48009 | $430,209,225 | 5 | 10 | A Percentage of AUM, Performance Based |
| 8 | BLOOMFIELD CAPITAL HOLDINGS, LLC 700 Forest Ave, Birmingham, MI, 48009 | $387,212,170 | 7 | 19 | A Percentage of AUM, Performance Based |
| 9 | TRP CAPITAL ADVISORS, LLC 380 N. Old Woodward Ave, Suite 205 Birmingham, MI, 48009 | $375,375,989 | 7 | 9 | A Percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO) |
| 10 | SCHECHTER PRIVATE CAPITAL, LLC 111 E. Merrill Street, Suite 400 Birmingham, MI, 48009 | $319,213,822 | 36 | 4 | A Percentage of AUM, Performance Based |
| 11 | TRP CAPITAL ADVISORS V, LLC 380 N Old Woodward Avenue, Ste 205, Birmingham, MI, 48009 | $278,006,579 | 10 | 9 | A Percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO) |
| 12 | LAKESIDE DRIVE MANAGEMENT LLC 677 Harmon Street, Birmingham, MI, 48009 | $260,380,401 | 14 | 1 | Performance Based |
| 13 | MOTIVE WEALTH ADVISORS, LLC 525 W. Merrill St., Birmingham, MI, 48009 | $221,987,765 | 278 | 3 | A Percentage of AUM, Fixed Fees |
| 14 | MFO INVESTMENTS 55 W Maple Road, Birmingham, MI, 48009 | $219,519,576 | 2 | 8 | A Percentage of AUM, Fixed Fees, Performance Based |
| 15 | STRENGTH CAPITAL PARTNERS, LLC 102 Pierce St, Birmingham, MI, 48009 | $163,850,000 | 11 | 9 | Other (A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C) |
Information on Top Retirement Planning firms in Birmingham, Michigan
QualificationsFirm CRD# 169114
Assets Under Management $2,847,054,175
No. Of Clients2461
Clients Per Financial Advisor85
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 2461 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 108954
Assets Under Management $1,964,199,678
No. Of Clients248
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 248 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 110268
Assets Under Management $1,020,424,265
No. Of Clients665
Clients Per Financial Advisor28
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 665 clients. The team consists of 24 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# 300629
Assets Under Management $840,712,587
No. Of Clients5
Clients Per Financial Advisor1
VALSTONE PARTNERS VI is a financial advisory firm situated in Birmingham, Michigan. With a nearly $841M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 137839
Assets Under Management $619,036,511
No. Of Clients3505
Clients Per Financial Advisor292
Q3 ASSET MANAGEMENT CORPORATION is a financial advisory firm situated in Birmingham, Michigan. With a nearly $619M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3505 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Market Timing Based
QualificationsFirm CRD# 106063
Assets Under Management $467,131,101
No. Of Clients320
Clients Per Financial Advisor107
LIBERTY CAPITAL MANAGEMENT INC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $467M assets under management, the firm specializes in crafting personalized retirement planning solutions for 320 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 160327
Assets Under Management $430,209,225
No. Of Clients5
Clients Per Financial Advisor1
STURBRIDGE CAPITAL LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $430M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 169198
Assets Under Management $387,212,170
No. Of Clients7
Clients Per Financial Advisor0
BLOOMFIELD CAPITAL HOLDINGS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $387M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
QualificationsFirm CRD# 281098
Assets Under Management $375,375,989
No. Of Clients7
Clients Per Financial Advisor1
TRP CAPITAL ADVISORS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
- Performance Based
- Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 289491
Assets Under Management $319,213,822
No. Of Clients36
Clients Per Financial Advisor9
SCHECHTER PRIVATE CAPITAL, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 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
QualificationsFirm CRD# 306604
Assets Under Management $278,006,579
No. Of Clients10
Clients Per Financial Advisor1
TRP CAPITAL ADVISORS V, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
- Performance Based
- Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 306808
Assets Under Management $260,380,401
No. Of Clients14
Clients Per Financial Advisor14
LAKESIDE DRIVE MANAGEMENT LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $260M 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
QualificationsFirm CRD# 312303
Assets Under Management $221,987,765
No. Of Clients278
Clients Per Financial Advisor93
MOTIVE WEALTH ADVISORS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $222M assets under management, the firm specializes in crafting personalized retirement planning solutions for 278 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 322007
Assets Under Management $219,519,576
No. Of Clients2
Clients Per Financial Advisor0
MFO INVESTMENTS is a financial advisory firm situated in Birmingham, Michigan. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 134320
Assets Under Management $163,850,000
No. Of Clients11
Clients Per Financial Advisor1
STRENGTH CAPITAL PARTNERS, LLC is a financial advisory firm situated in Birmingham, Michigan. With a nearly $164M 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
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.