Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Farmington, 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 Farmington, Michigan
Last Updated - April 20, 2024Farmington 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 Farmington, Michigan have an average of 19 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Farmington, Michigan
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
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
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 7 Retirement Planning firms in Farmington, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BLOOM ADVISORS 31275 Northwestern Hwy, Suite 145 Farmington Hills, MI, 48334-2531 | $1,155,071,554 | 1199 | 19 | A Percentage of AUM |
| 2 | BLUE CHIP PARTNERS, LLC 38505 Country Club Drive, Suite 150 Farmington Hills, MI, 48331 | $1,052,006,620 | 2358 | 25 | A Percentage of AUM, Fixed Fees |
| 3 | THE ENTERPRISE INVESTMENT COMPANY 30301 Northwestern Highway, Suite 200 Farmington Hills, MI, 48334 | $368,005,328 | 367 | 7 | A Percentage of AUM, Hourly charges |
| 4 | BERINGEA, LLC 32330 W. 12 Mile Road, Farmington Hills, MI, 48334 | $360,695,266 | 4 | 5 | A Percentage of AUM |
| 5 | WASSERMAN WEALTH MANAGEMENT, LLC 31700 Middlebelt Road, Suite 130 Farmington Hills, MI, 48334 | $267,394,428 | 526 | 5 | A Percentage of AUM |
| 6 | FAI ADVISORS, INC. 39395 W. 12 Mile Road, Suite 102 Farmington Hills, MI, 48331 | $210,000,000 | 808 | 8 | A Percentage of AUM, Fixed Fees |
| 7 | GPM GROWTH INVESTORS, INC. 30500 Northwestern Hwy., Suite 313 Farmington Hills, MI, 48334 | $182,363,411 | 449 | 5 | A Percentage of AUM |
Information on Top Retirement Planning firms in Farmington, Michigan
QualificationsFirm CRD# 106152
Assets Under Management $1,155,071,554
No. Of Clients1199
Clients Per Financial Advisor63
BLOOM ADVISORS is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1199 clients. The team consists of 19 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
QualificationsFirm CRD# 132437
Assets Under Management $1,052,006,620
No. Of Clients2358
Clients Per Financial Advisor94
BLUE CHIP PARTNERS, LLC is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2358 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 116889
Assets Under Management $368,005,328
No. Of Clients367
Clients Per Financial Advisor52
THE ENTERPRISE INVESTMENT COMPANY is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $368M assets under management, the firm specializes in crafting personalized retirement planning solutions for 367 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 161803
Assets Under Management $360,695,266
No. Of Clients4
Clients Per Financial Advisor1
BERINGEA, LLC is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $361M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 124556
Assets Under Management $267,394,428
No. Of Clients526
Clients Per Financial Advisor105
WASSERMAN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $267M assets under management, the firm specializes in crafting personalized retirement planning solutions for 526 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 122132
Assets Under Management $210,000,000
No. Of Clients808
Clients Per Financial Advisor101
FAI ADVISORS, INC. is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 808 clients. The team consists of 8 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 107645
Assets Under Management $182,363,411
No. Of Clients449
Clients Per Financial Advisor90
GPM GROWTH INVESTORS, INC. is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 449 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
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.