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Find Retirement Advisors for Retirement Planning in Clarkston, 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.

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Finding the Best Retirement Planners in Clarkston, Michigan

Last Updated - April 25, 2025

Clarkston has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Clarkston, Michigan have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Clarkston, Michigan

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

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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

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

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

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

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

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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Top 2 Retirement Planning firms in Clarkston, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

8031 Ortonville Road, Suite 210
Clarkston, MI, 48348
$569,597,588377712
A percentage of AUM, Fixed fees
2

8040 Ortonville Rd, Suite D
Clarkston, MI, 48348
$116,610,8997736
A percentage of AUM, Other (PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISER FIRMS)

Information on Top Retirement Planning firms in Clarkston, Michigan

QualificationsFirm CRD# 147179

Assets Under Management $569,597,588

No. Of Clients3777

Clients Per Financial Advisor315

VERDE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Clarkston, Michigan. With a nearly $570M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3777 clients. The team consists of 12 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 businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
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QualificationsFirm CRD# 298532

Assets Under Management $116,610,899

No. Of Clients773

Clients Per Financial Advisor129

DANIEL KRUG & ASSOCIATES is a financial advisory firm situated in Clarkston, Michigan. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 773 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISER FIRMS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (ESTATE SETTLEMENT ADMIN SVC (NON-LEGAL/NON-TAX))
View Full Profile

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