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Find Retirement Advisors for Retirement Planning in Grosse Pointe, 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 Grosse Pointe, Michigan
Last Updated - April 18, 2024Grosse Pointe has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Grosse Pointe, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Grosse Pointe, Michigan
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
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
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 3 Retirement Planning firms in Grosse Pointe, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ROBINSON CAPITAL MANAGEMENT, LLC 63 Kercheval, Suite 111 Grosse Pointe Farms, MI, 48236 | $1,178,715,090 | 48 | 7 | A Percentage of AUM |
| 2 | POINTE CAPITAL MANAGEMENT LLC 102 Kercheval Avenue, Suite 200 Grosse Pointe Farms, MI, 48236 | $346,153,000 | 411 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | DESERANNO WEALTH PLANNING 18720 Mack Avenue, Suite 100 Grosse Pointe Farms, MI, 48236 | $159,572,625 | 324 | 7 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Grosse Pointe, Michigan
QualificationsFirm CRD# 166182
Assets Under Management $1,178,715,090
No. Of Clients48
Clients Per Financial Advisor7
ROBINSON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Grosse Pointe Farms, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48 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
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 152520
Assets Under Management $346,153,000
No. Of Clients411
Clients Per Financial Advisor59
POINTE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Grosse Pointe Farms, Michigan. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 411 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 121841
Assets Under Management $159,572,625
No. Of Clients324
Clients Per Financial Advisor46
DESERANNO WEALTH PLANNING is a financial advisory firm situated in Grosse Pointe Farms, Michigan. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
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.