Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Todd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors
Qualifications
CRD# 5795799
Firm CRD# 111147
Minimum Assets Required
$500,000
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Joseph Dallo
AIF®
Dallo Financial
Qualifications
CRD# 6920688
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
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
Fee-Based, Based on Assets
Robert Lamm
CRPC®
Prudential
Qualifications
CRD# 6160636
Firm CRD# 8733
Series 7, 65
Minimum Assets Required
Not Specified
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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 |
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.
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.
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.
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.
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.
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.
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.
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