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Find Retirement Advisors for Retirement Planning in Bloomfield Hills, 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 Bloomfield Hills, Michigan

Last Updated - May 13, 2024

Bloomfield Hills has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 23 non-vetted advisors in your local area. These retirement advisors in Bloomfield Hills, Michigan have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Bloomfield Hills, Michigan

advisor-photo
vector.svg VERIFIED

Michael 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

advisor-photo
vector.svg VERIFIED

Todd 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

Top 15 Retirement Planning firms in Bloomfield Hills, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
YOUSIF CAPITAL MANAGEMENT, LLC
39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
$12,103,858,87133215
A Percentage of AUM
2
SCHWARTZ & CO.
3707 W. Maple Rd, Ste 201
Bloomfield Hills, MI, 48301
$6,330,452,360111227
A Percentage of AUM, Fixed Fees, Commission Based
3
AZIMUTH CAPITAL MANAGEMENT
200 East Long Lake Road, Suite 160
Bloomfield Hills, MI, 48304
$3,084,396,965150322
A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS)
4
FLEXIBLE PLAN INVESTMENTS LTD
3883 Telegraph Rd, Ste 100
Bloomfield Hills, MI, 48302-1432
$1,564,181,9951605293
A Percentage of AUM, Other (SUBSCRIPTION FEES ANNUITY PRICE CENTER)
5
DIVERSIFIED PORTFOLIOS, INC.
39520 Woodward Avenue, Suite 200
Bloomfield Hills, MI, 48304
$1,253,461,496184410
A Percentage of AUM
6
O2 INVESTMENT PARTNERS, L.P.
40900 Woodward Ave, Suite #200
Bloomfield Hills, MI, 48304-5116
$1,138,884,1241223
A Percentage of AUM, Performance Based
7
GREYSTONE FINANCIAL GROUP, LLC
665 Hulet Dr.,
Bloomfield Hills, MI, 48302-0324
$1,074,889,128187920
A Percentage of AUM, Fixed Fees
8
INTEGRATED INVESTMENT CONSULTANTS, LLC
40950 Woodward Ave., Suite 350,
Bloomfield Hills, MI, 48304
$779,631,2881836
A Percentage of AUM, Fixed Fees, Other (INSURANCE COMPENSATION)
9
LSIA
39533 Woodward Avenue, Suite 307
Bloomfield Hills, MI, 48304-5106
$735,613,41534412
A Percentage of AUM
10
ALIDADE CAPITAL, LLC
40900 Woodward Avenue, Suite 250
Bloomfield Hills, MI, 48304
$688,326,672319
A Percentage of AUM, Performance Based
11
CRANBROOK WEALTH MANAGEMENT, LLC
36330 Woodward Avenue, Suite 200
Bloomfield Hills, MI, 48304
$676,302,3668637
A Percentage of AUM, Fixed Fees
12
LIFECYCLE FINANCIAL PLANNERS INC.
40950 Woodward Avenue, Suite 140
Bloomfield Hills, MI, 48304
$535,722,94139919
Fixed Fees
13
NORTHERN FINANCIAL ADVISORS, INC
74 E. Long Lake Rd., Suite 200
Bloomfield Hills, MI, 48304
$507,784,808217512
Fixed Fees
14
GAINPLAN LLC
800 W. Long Lake Road, Suite 100
Bloomfield Hills, MI, 48302
$319,391,425144210
A Percentage of AUM, Hourly charges, Fixed Fees
15
NANTUCKET MULTI MANAGERS, LLC
40950 Woodward- Ste 307,
Bloomfield Hills, MI, 48304
$278,771,98536
A Percentage of AUM, Performance Based, Other (ANNUAL MANAGEMENT FEES BASED ON AUM (TO CLARIFY E(1))

Information on Top Retirement Planning firms in Bloomfield Hills, Michigan

QualificationsFirm CRD# 312511

Assets Under Management $12,103,858,871

No. Of Clients332

Clients Per Financial Advisor22

YOUSIF CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 332 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
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QualificationsFirm CRD# 7294

Assets Under Management $6,330,452,360

No. Of Clients1112

Clients Per Financial Advisor41

SCHWARTZ & CO. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1112 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 319062

Assets Under Management $3,084,396,965

No. Of Clients1503

Clients Per Financial Advisor68

AZIMUTH CAPITAL MANAGEMENT is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1503 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110762

Assets Under Management $1,564,181,995

No. Of Clients16052

Clients Per Financial Advisor173

FLEXIBLE PLAN INVESTMENTS LTD is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16052 clients. The team consists of 93 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (SUBSCRIPTION FEES ANNUITY PRICE CENTER)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Security Rating
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QualificationsFirm CRD# 108942

Assets Under Management $1,253,461,496

No. Of Clients1844

Clients Per Financial Advisor184

DIVERSIFIED PORTFOLIOS, INC. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1844 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 291435

Assets Under Management $1,138,884,124

No. Of Clients12

Clients Per Financial Advisor1

O2 INVESTMENT PARTNERS, L.P. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 306595

Assets Under Management $1,074,889,128

No. Of Clients1879

Clients Per Financial Advisor94

GREYSTONE FINANCIAL GROUP, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1879 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
View Full Profile

QualificationsFirm CRD# 175299

Assets Under Management $779,631,288

No. Of Clients183

Clients Per Financial Advisor31

INTEGRATED INVESTMENT CONSULTANTS, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $780M assets under management, the firm specializes in crafting personalized retirement planning solutions for 183 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
  • Fixed Fees
  • Other (INSURANCE COMPENSATION)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 146829

Assets Under Management $735,613,415

No. Of Clients344

Clients Per Financial Advisor29

LSIA is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $736M assets under management, the firm specializes in crafting personalized retirement planning solutions for 344 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 165341

Assets Under Management $688,326,672

No. Of Clients3

Clients Per Financial Advisor0

ALIDADE CAPITAL, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $688M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
View Full Profile

QualificationsFirm CRD# 132058

Assets Under Management $676,302,366

No. Of Clients863

Clients Per Financial Advisor123

CRANBROOK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $676M assets under management, the firm specializes in crafting personalized retirement planning solutions for 863 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 290250

Assets Under Management $535,722,941

No. Of Clients3991

Clients Per Financial Advisor443

LIFECYCLE FINANCIAL PLANNERS INC. is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $536M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3991 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
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QualificationsFirm CRD# 121088

Assets Under Management $507,784,808

No. Of Clients2175

Clients Per Financial Advisor181

NORTHERN FINANCIAL ADVISORS, INC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2175 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 174427

Assets Under Management $319,391,425

No. Of Clients1442

Clients Per Financial Advisor144

GAINPLAN LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1442 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 129024

Assets Under Management $278,771,985

No. Of Clients3

Clients Per Financial Advisor1

NANTUCKET MULTI MANAGERS, LLC is a financial advisory firm situated in Bloomfield Hills, Michigan. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
  • Performance Based
  • Other (ANNUAL MANAGEMENT FEES BASED ON AUM (TO CLARIFY E(1))

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

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