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Find Retirement Advisors for Retirement Planning in Brighton, Michigan

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Finding the Best Retirement Planners in Brighton, Michigan

Last Updated - April 17, 2024

Brighton has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Brighton, Michigan have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Brighton, Michigan

VERIFIED

Todd Perry
CFP^®, CPWA^®, RMA- Retirement Management Advisor, CIMA^®
Executive Wealth Management

Qualifications
CRD# 5795799
Firm CRD# 140736

Minimum Assets Required
$500,000

Address

135 W North Street Ste 1,
Brighton, MI 48116 See Details

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

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VERIFIED

Michael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC

Qualifications
CRD# 4770771
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

201 West Big Beaver Road,
Suite 950,
Troy, MI 48084 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Peter Shunyia
CFP^®
LPL Financial/Shunyia & Co. Private Wealth Advisors

Qualifications
CRD# 4474844
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

2050 Livernois Rd., Suite B,
Troy, MI 48083 See Details

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

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Top 7 Retirement Planning firms in Brighton, Michigan (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	EXECUTIVE WEALTH MANAGEMENT, LLC 135 West North Street, Brighton, MI, 48116	$1,177,510,126	7269	31	A Percentage of AUM, Fixed Fees
2	PATRICK FINANCIAL GROUP LLC. Millpond Parke Office Building, 824 West Grand River Avenue Brighton, MI, 48116	$144,770,417	1219	2	A Percentage of AUM
3	CAITLIN JOHN 1024 E. Grand River Ave, Brighton, MI, 48116	$113,340,363	815	24	A Percentage of AUM, Hourly charges, Fixed Fees
4	OLD OAK FINANCIAL PLANNING, INC. 7077 Fieldcrest Dr., Suite 400 Brighton, MI, 48116	$112,835,966	557	2	A Percentage of AUM, Hourly charges, Fixed Fees
5	PINNACLE WEALTH MANAGEMENT, INC. 7600 Grand River, Suite 220 Brighton, MI, 48114	$112,692,000	870	5	A Percentage of AUM, Hourly charges, Fixed Fees
6	A SMARTER WAY TO INVEST, INC. 1024 E. Grand River Ave, Brighton, MI, 48116	$75,193,792	592	2	A Percentage of AUM
7	FOGUTH WEALTH MANAGEMENT, LLC. 325 W. Main St., Brighton, MI, 48116	$0	0	44	A Percentage of AUM

Information on Top Retirement Planning firms in Brighton, Michigan

EXECUTIVE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 140736

Assets Under Management $1,177,510,126

No. Of Clients7269

Clients Per Financial Advisor234

EXECUTIVE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Brighton, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7269 clients. The team consists of 31 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 Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

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PATRICK FINANCIAL GROUP LLC.

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QualificationsFirm CRD# 124610

Assets Under Management $144,770,417

No. Of Clients1219

Clients Per Financial Advisor610

PATRICK FINANCIAL GROUP LLC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1219 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

Financial Planning Services

Portfolio Management for Individuals

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CAITLIN JOHN

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QualificationsFirm CRD# 154494

Assets Under Management $113,340,363

No. Of Clients815

Clients Per Financial Advisor34

CAITLIN JOHN is a financial advisory firm situated in Brighton, Michigan. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 815 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
Selection of Other Advisors
Educational Seminars/ Workshops

View Full Profile

OLD OAK FINANCIAL PLANNING, INC.

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QualificationsFirm CRD# 122500

Assets Under Management $112,835,966

No. Of Clients557

Clients Per Financial Advisor279

OLD OAK FINANCIAL PLANNING, INC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 557 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

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PINNACLE WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 166853

Assets Under Management $112,692,000

No. Of Clients870

Clients Per Financial Advisor174

PINNACLE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 870 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
Educational Seminars/ Workshops

View Full Profile

A SMARTER WAY TO INVEST, INC.

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QualificationsFirm CRD# 166170

Assets Under Management $75,193,792

No. Of Clients592

Clients Per Financial Advisor296

A SMARTER WAY TO INVEST, INC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $75M assets under management, the firm specializes in crafting personalized retirement planning solutions for 592 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

Financial Planning Services

Portfolio Management for Business

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FOGUTH WEALTH MANAGEMENT, LLC.

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QualificationsFirm CRD# 327434

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

FOGUTH WEALTH MANAGEMENT, LLC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 44 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
Pension Consulting Services
Selection of Other Advisors

View Full Profile

Retirement Planners Near You

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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