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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 - April 9, 2024

Grand 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 26 years of experience.

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List of Qualified Retirement Planning Advisors in Grand Rapids, Michigan

advisor-photo
vector.svg VERIFIED

Adam 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

advisor-photo
vector.svg VERIFIED

Mark Ligeski
CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 2898346
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Grand Rapids, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
$17,421,295,1838264
A Percentage of AUM, Performance Based
2
NPF INVESTMENT ADVISORS
40 Pearl St., Nw, Suite 300,
Grand Rapids, MI, 49503-3026
$1,996,013,713237311
A Percentage of AUM, Hourly charges, Fixed Fees
3
RED CEDAR INVESTMENT MANAGEMENT
333 Bridge Street Nw, Suite 601
Grand Rapids, MI, 49504
$1,454,717,6546314
A Percentage of AUM
4
INNOVIA WEALTH, LLC
171 Monroe Ave. Nw, Suite 800
Grand Rapids, MI, 49503
$1,414,389,628228923
A Percentage of AUM, Hourly charges, Fixed Fees
5
CENTENNIAL SECURITIES COMPANY INC
3075 Charlevoix Dr Se,
Grand Rapids, MI, 49546
$944,792,875323040
A Percentage of AUM, Hourly charges, Fixed Fees
6
FINANCIAL ADVISORY CORPORATION
4251 Cascade Road S.E.,
Grand Rapids, MI, 49546
$795,719,994114814
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
$767,047,7367808
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
$725,255,1587595
A Percentage of AUM
9
GRAND WEALTH MANAGEMENT, LLC
333 Bridge Street Nw, Suite 800
Grand Rapids, MI, 49504
$509,769,56678813
A Percentage of AUM, Hourly charges, Fixed Fees
10
BEMANAGED
4280 Cascade Road Se,
Grand Rapids, MI, 49546
$405,783,73113767
A Percentage of AUM, Hourly charges
11
FIDUCIARY FINANCIAL ADVISORS
124 Fulton St. East, Suite 200
Grand Rapids, MI, 49503
$352,190,255108827
A Percentage of AUM, Hourly charges, Fixed Fees
12
HILL ISLAND FINANCIAL LLC
38 Commerce Avenue Sw, Suite 310
Grand Rapids, MI, 49503
$331,581,6674977
A Percentage of AUM, Hourly charges, Fixed Fees
13
STONEBRIDGE FINANCIAL GROUP
3333 Deposit Drive Ne, Suite 220,
Grand Rapids, MI, 49546
$322,986,2753484
A Percentage of AUM, Hourly charges, Fixed Fees
14
BLUE WATER ASSET MANAGEMENT
4120 E. Beltline Ave., Suite 100
Grand Rapids, MI, 49525
$296,874,04716258
A Percentage of AUM, Hourly charges, Fixed Fees
15
VOISARD ASSET MANAGEMENT GROUP
99 Monroe Ave, Nw,, Suite 504
Grand Rapids, MI, 49503
$285,966,35411808
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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