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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 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 Brighton, Michigan
Last Updated - January 7, 2025Brighton 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
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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
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
VERIFIED Qualifications
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 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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.