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Find Retirement Advisors for Retirement Planning in Brighton, 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 Brighton, Michigan

Last Updated - April 11, 2025

Brighton has 7 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 12 years of experience.

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List of Qualified Retirement Planning Advisors in Brighton, Michigan

advisor
vector.svg VERIFIED

Todd 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Joseph 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

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advisor
vector.svg VERIFIED

Robert 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

135 West North Street,
Brighton, MI, 48116
$1,438,725,950757760
A percentage of AUM, Fixed fees
2

325 W. Main St.,
Brighton, MI, 48116
$236,955,954298842
A percentage of AUM
3

1024 E. Grand River Ave, Suite B
Brighton, MI, 48116
$143,336,22494824
A percentage of AUM, Hourly charges, Fixed fees
4

7077 Fieldcrest Dr., Suite 400
Brighton, MI, 48116
$134,659,7906172
A percentage of AUM, Hourly charges, Fixed fees
5

Millpond Parke Office Building, 824 West Grand River Avenue
Brighton, MI, 48116
$132,418,40511672
A percentage of AUM
6

7600 Grand River, Suite 220
Brighton, MI, 48114
$131,466,0009338
A percentage of AUM, Hourly charges, Fixed fees
7

1024 E. Grand River Ave, Suite B
Brighton, MI, 48116
$84,788,5005738
A percentage of AUM

Information on Top Retirement Planning firms in Brighton, Michigan

QualificationsFirm CRD# 140736

Assets Under Management $1,438,725,950

No. Of Clients7577

Clients Per Financial Advisor126

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 7577 clients. The team consists of 60 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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 327434

Assets Under Management $236,955,954

No. Of Clients2988

Clients Per Financial Advisor71

FOGUTH WEALTH MANAGEMENT, LLC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $237M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2988 clients. The team consists of 42 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 154494

Assets Under Management $143,336,224

No. Of Clients948

Clients Per Financial Advisor40

CAITLIN JOHN is a financial advisory firm situated in Brighton, Michigan. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 948 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 122500

Assets Under Management $134,659,790

No. Of Clients617

Clients Per Financial Advisor309

OLD OAK FINANCIAL PLANNING, INC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 617 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 124610

Assets Under Management $132,418,405

No. Of Clients1167

Clients Per Financial Advisor584

PATRICK FINANCIAL GROUP LLC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1167 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 and/or small businesses
View Full Profile

QualificationsFirm CRD# 166853

Assets Under Management $131,466,000

No. Of Clients933

Clients Per Financial Advisor117

PINNACLE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 933 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (ADVISORY CONSULTING)
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QualificationsFirm CRD# 166170

Assets Under Management $84,788,500

No. Of Clients573

Clients Per Financial Advisor72

A SMARTER WAY TO INVEST, INC. is a financial advisory firm situated in Brighton, Michigan. With a nearly $85M assets under management, the firm specializes in crafting personalized retirement planning solutions for 573 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

Financial Planning Services

  • Portfolio management for businesses or institutional clients
View Full Profile

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