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Find Retirement Advisors for Retirement Planning in Detroit, 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 Detroit, Michigan
Last Updated - April 12, 2024Detroit has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Detroit, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Detroit, Michigan
VERIFIEDPeter 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
VERIFIEDMichael 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
VERIFIEDTodd 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Detroit, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd, Detroit, MI, 48226 | $10,045,676,000 | 83 | 27 | A Percentage of AUM |
| 2 | ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. 1555 Broadway, 4th Floor, Detroit, MI, 48226-2154 | $1,486,372,129 | 9 | 17 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 3 | HURON CAPITAL PARTNERS LLC 500 Griswold Street, Suite 2700 Detroit, MI, 48226 | $1,224,601,081 | 10 | 25 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 4 | SIGNAL ADVISORS WEALTH, LLC 1555 Broadway St, Detroit, MI, 48226 | $133,854,547 | 455 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Detroit, Michigan
QualificationsFirm CRD# 319290
Assets Under Management $10,045,676,000
No. Of Clients83
Clients Per Financial Advisor3
BRICKTOWN CAPITAL, LLC is a financial advisory firm situated in Detroit, Michigan. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 clients. The team consists of 27 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
- Selection of Other Advisors
QualificationsFirm CRD# 299650
Assets Under Management $1,486,372,129
No. Of Clients9
Clients Per Financial Advisor1
ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. is a financial advisory firm situated in Detroit, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 157060
Assets Under Management $1,224,601,081
No. Of Clients10
Clients Per Financial Advisor0
HURON CAPITAL PARTNERS LLC is a financial advisory firm situated in Detroit, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 301086
Assets Under Management $133,854,547
No. Of Clients455
Clients Per Financial Advisor27
SIGNAL ADVISORS WEALTH, LLC is a financial advisory firm situated in Detroit, Michigan. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 455 clients. The team consists of 17 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
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brighton, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Troy, Michigan
Looking for more choices? Use our free match service to compare retirement planners serving your area.