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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 - May 15, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
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 | 135 West North Street, Brighton, MI, 48116 | $1,438,725,950 | 7577 | 60 | A percentage of AUM, Fixed fees |
| 2 | 325 W. Main St., Brighton, MI, 48116 | $236,955,954 | 2988 | 42 | A percentage of AUM |
| 3 | 1024 E. Grand River Ave, Suite B Brighton, MI, 48116 | $143,336,224 | 948 | 24 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 7077 Fieldcrest Dr., Suite 400 Brighton, MI, 48116 | $134,659,790 | 617 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | Millpond Parke Office Building, 824 West Grand River Avenue Brighton, MI, 48116 | $132,418,405 | 1167 | 2 | A percentage of AUM |
| 6 | 7600 Grand River, Suite 220 Brighton, MI, 48114 | $131,466,000 | 933 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1024 E. Grand River Ave, Suite B Brighton, MI, 48116 | $84,788,500 | 573 | 8 | 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
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
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
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
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
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)
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
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.