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Find Retirement Advisors for Retirement Planning in Grand Rapids, 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 Grand Rapids, Michigan
Last Updated - November 30, 2024Grand Rapids has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 27 non-vetted advisors in your local area. These retirement advisors in Grand Rapids, Michigan have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Grand Rapids, Michigan
VERIFIEDAdam Schwallier
CFP®
Schwallier Wealth Management LLC
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Minimum Assets Required
$250,000
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Grand Rapids, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503 | $17,421,295,183 | 82 | 64 | A Percentage of AUM, Performance Based |
| 2 | NPF INVESTMENT ADVISORS 40 Pearl St., Nw, Suite 300, Grand Rapids, MI, 49503-3026 | $1,996,013,713 | 2373 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | RED CEDAR INVESTMENT MANAGEMENT 333 Bridge Street Nw, Suite 601 Grand Rapids, MI, 49504 | $1,454,717,654 | 63 | 14 | A Percentage of AUM |
| 4 | INNOVIA WEALTH, LLC 171 Monroe Ave. Nw, Suite 800 Grand Rapids, MI, 49503 | $1,414,389,628 | 2289 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CENTENNIAL SECURITIES COMPANY INC 3075 Charlevoix Dr Se, Grand Rapids, MI, 49546 | $944,792,875 | 3230 | 40 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | FINANCIAL ADVISORY CORPORATION 4251 Cascade Road S.E., Grand Rapids, MI, 49546 | $795,719,994 | 1148 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.) |
| 7 | MIDWEST CAPITAL ADVISORS, LLC 630 Kenmoor Ave. Se, Suite 206 Grand Rapids, MI, 49546 | $767,047,736 | 780 | 8 | A Percentage of AUM, Fixed Fees, Other (CONSULTING FEES) |
| 8 | LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT 625 Kenmoor Ave Se, Suite 209 Grand Rapids, MI, 49546 | $725,255,158 | 759 | 5 | A Percentage of AUM |
| 9 | GRAND WEALTH MANAGEMENT, LLC 333 Bridge Street Nw, Suite 800 Grand Rapids, MI, 49504 | $509,769,566 | 788 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | BEMANAGED 4280 Cascade Road Se, Grand Rapids, MI, 49546 | $405,783,731 | 1376 | 7 | A Percentage of AUM, Hourly charges |
| 11 | FIDUCIARY FINANCIAL ADVISORS 124 Fulton St. East, Suite 200 Grand Rapids, MI, 49503 | $352,190,255 | 1088 | 27 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | HILL ISLAND FINANCIAL LLC 38 Commerce Avenue Sw, Suite 310 Grand Rapids, MI, 49503 | $331,581,667 | 497 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | STONEBRIDGE FINANCIAL GROUP 3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI, 49546 | $322,986,275 | 348 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | BLUE WATER ASSET MANAGEMENT 4120 E. Beltline Ave., Suite 100 Grand Rapids, MI, 49525 | $296,874,047 | 1625 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | VOISARD ASSET MANAGEMENT GROUP 99 Monroe Ave, Nw,, Suite 504 Grand Rapids, MI, 49503 | $285,966,354 | 1180 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Grand Rapids, Michigan
QualificationsFirm CRD# 282516
Assets Under Management $17,421,295,183
No. Of Clients82
Clients Per Financial Advisor1
OA PRIVATE CAPITAL is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 104683
Assets Under Management $1,996,013,713
No. Of Clients2373
Clients Per Financial Advisor216
NPF INVESTMENT ADVISORS is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2373 clients. The team consists of 11 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
QualificationsFirm CRD# 170939
Assets Under Management $1,454,717,654
No. Of Clients63
Clients Per Financial Advisor5
RED CEDAR INVESTMENT MANAGEMENT is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 14 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 Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 289913
Assets Under Management $1,414,389,628
No. Of Clients2289
Clients Per Financial Advisor100
INNOVIA WEALTH, LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2289 clients. The team consists of 23 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
- Pension Consulting Services
QualificationsFirm CRD# 7763
Assets Under Management $944,792,875
No. Of Clients3230
Clients Per Financial Advisor81
CENTENNIAL SECURITIES COMPANY INC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $945M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3230 clients. The team consists of 40 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
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105472
Assets Under Management $795,719,994
No. Of Clients1148
Clients Per Financial Advisor82
FINANCIAL ADVISORY CORPORATION is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $796M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1148 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (COMBINATION OF ASSETS UNDER MANAGEMENT
- NET WORTH
- AND BASE FEE.)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 125389
Assets Under Management $767,047,736
No. Of Clients780
Clients Per Financial Advisor98
MIDWEST CAPITAL ADVISORS, LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 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
- Other (CONSULTING FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 168831
Assets Under Management $725,255,158
No. Of Clients759
Clients Per Financial Advisor152
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $725M assets under management, the firm specializes in crafting personalized retirement planning solutions for 759 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
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 132137
Assets Under Management $509,769,566
No. Of Clients788
Clients Per Financial Advisor61
GRAND WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $510M assets under management, the firm specializes in crafting personalized retirement planning solutions for 788 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 140099
Assets Under Management $405,783,731
No. Of Clients1376
Clients Per Financial Advisor197
BEMANAGED is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1376 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
QualificationsFirm CRD# 172103
Assets Under Management $352,190,255
No. Of Clients1088
Clients Per Financial Advisor40
FIDUCIARY FINANCIAL ADVISORS is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $352M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1088 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 313469
Assets Under Management $331,581,667
No. Of Clients497
Clients Per Financial Advisor71
HILL ISLAND FINANCIAL LLC is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 497 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 166251
Assets Under Management $322,986,275
No. Of Clients348
Clients Per Financial Advisor87
STONEBRIDGE FINANCIAL GROUP is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 clients. The team consists of 4 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
- Pension Consulting Services
QualificationsFirm CRD# 175362
Assets Under Management $296,874,047
No. Of Clients1625
Clients Per Financial Advisor203
BLUE WATER ASSET MANAGEMENT is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1625 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 118048
Assets Under Management $285,966,354
No. Of Clients1180
Clients Per Financial Advisor148
VOISARD ASSET MANAGEMENT GROUP is a financial advisory firm situated in Grand Rapids, Michigan. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1180 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.