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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 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.
Finding the Best Retirement Planners in Farmington, Michigan
Last Updated - May 2, 2025Farmington has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Farmington, Michigan have an average of 12 years of experience.
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List of Qualified Retirement Planning Advisors in Farmington, Michigan
VERIFIEDJoseph 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRobert 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
VERIFIEDTodd 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Farmington, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 31275 Northwestern Hwy, Suite 145 Farmington Hills, MI, 48334-2531 | $1,305,417,356 | 1177 | 21 | A percentage of AUM |
| 2 | 38505 Country Club Drive, Suite 150 Farmington Hills, MI, 48331 | $1,279,740,797 | 2548 | 28 | A percentage of AUM, Fixed fees |
| 3 | 30301 Northwestern Highway, Suite 200 Farmington Hills, MI, 48334 | $432,711,827 | 413 | 7 | A percentage of AUM, Hourly charges |
| 4 | 32330 W. 12 Mile Road, Farmington Hills, MI, 48334 | $352,788,349 | 4 | 5 | A percentage of AUM |
| 5 | 27500 Drake Rd., Suite 110 Farmington Hills, MI, 48331 | $250,000,000 | 869 | 13 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Farmington, Michigan
QualificationsFirm CRD# 106152
Assets Under Management $1,305,417,356
No. Of Clients1177
Clients Per Financial Advisor56
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 1177 clients. The team consists of 21 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 and/or small businesses
QualificationsFirm CRD# 132437
Assets Under Management $1,279,740,797
No. Of Clients2548
Clients Per Financial Advisor91
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 2548 clients. The team consists of 28 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
QualificationsFirm CRD# 116889
Assets Under Management $432,711,827
No. Of Clients413
Clients Per Financial Advisor59
THE ENTERPRISE INVESTMENT COMPANY is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $433M assets under management, the firm specializes in crafting personalized retirement planning solutions for 413 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 161803
Assets Under Management $352,788,349
No. Of Clients4
Clients Per Financial Advisor1
BERINGEA, LLC is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $353M 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 vehicles
QualificationsFirm CRD# 122132
Assets Under Management $250,000,000
No. Of Clients869
Clients Per Financial Advisor67
FAI ADVISORS, INC. is a financial advisory firm situated in Farmington Hills, Michigan. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 869 clients. The team consists of 13 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 and/or small businesses
- Selection for other advisors
- Other (CONSULTING SERVICES)
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 Ann Arbor, Michigan
- Retirement Planners in Brighton, Michigan
- Retirement Planners in Farmington, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Novi, Michigan
- Retirement Planners in Plymouth, Michigan
- Retirement Planners in Royal Oak, Michigan
- Retirement Planners in Troy, Michigan
Looking for more choices? Use our free match service to compare retirement planners serving your area.