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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 - April 8, 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

advisor-photo
vector.svg VERIFIED

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

Qualifications
CRD# 5795799
Firm CRD# 140736

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-Based, Based on Assets

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

Qualifications
CRD# 4770771
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
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Peter Shunyia
CFP®
LPL Financial/Shunyia & Co. Private Wealth Advisors

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

Minimum Assets Required
$500,000

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EXECUTIVE WEALTH MANAGEMENT, LLC
135 West North Street,
Brighton, MI, 48116
$1,177,510,126726931
A Percentage of AUM, Fixed Fees
2
PATRICK FINANCIAL GROUP LLC.
Millpond Parke Office Building, 824 West Grand River Avenue
Brighton, MI, 48116
$144,770,41712192
A Percentage of AUM
3
CAITLIN JOHN
1024 E. Grand River Ave,
Brighton, MI, 48116
$113,340,36381524
A Percentage of AUM, Hourly charges, Fixed Fees
4
OLD OAK FINANCIAL PLANNING, INC.
7077 Fieldcrest Dr., Suite 400
Brighton, MI, 48116
$112,835,9665572
A Percentage of AUM, Hourly charges, Fixed Fees
5
PINNACLE WEALTH MANAGEMENT, INC.
7600 Grand River, Suite 220
Brighton, MI, 48114
$112,692,0008705
A Percentage of AUM, Hourly charges, Fixed Fees
6
A SMARTER WAY TO INVEST, INC.
1024 E. Grand River Ave,
Brighton, MI, 48116
$75,193,7925922
A Percentage of AUM
7
FOGUTH WEALTH MANAGEMENT, LLC.
325 W. Main St.,
Brighton, MI, 48116
$0044
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
View Full Profile

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
View Full Profile

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

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
View Full Profile

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

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
View Full Profile

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

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