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.
East Lansing has 6 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 East Lansing, Michigan have an average of 19 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
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 | 1400 Abbot Road, Ste 105, East Lansing, MI, 48823 | $3,269,000,000 | 22 | 1 | Fixed fees |
2 | 1400 Abbot Road, Ste 330 East Lansing, MI, 48823 | $323,282,269 | 1027 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (TEACHING CLASS & SEMINAR FEES) |
QualificationsFirm CRD# 107600
Assets Under Management $3,269,000,000
No. Of Clients22
Clients Per Financial Advisor22
BRICK CAPITAL MANAGEMENT INC is a financial advisory firm situated in East Lansing, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 124266
Assets Under Management $323,282,269
No. Of Clients1027
Clients Per Financial Advisor147
FAIRHAVEN FINANCIAL ADVISORY CORPORATION is a financial advisory firm situated in East Lansing, Michigan. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1027 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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