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Find Retirement Advisors for Retirement Planning in Holland, 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 Holland, Michigan
Last Updated - May 1, 2024Holland has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Holland, Michigan have an average of 31 years of experience.
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List of Qualified Retirement Planning Advisors in Holland, Michigan
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDMark 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
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Holland, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ADVISORY ALPHA, LLC 348 S Waverly Rd, Suite 100 Holland, MI, 49423 | $1,786,095,411 | 13711 | 58 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CAPTRUST FINANCIAL ADVISORS 85 E 8th Street, Suite 150 Holland, MI, 49423 | $1,516,340,746 | 2706 | 24 | A Percentage of AUM, Fixed Fees |
| 3 | LVZ, INC. 240 South River Avenue, Holland, MI, 49423 | $808,429,000 | 5192 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | S.A. MASON, LLC 170 College Avenue, Suite 260 Holland, MI, 49423 | $454,256,292 | 658 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | WEST MICHIGAN ADVISORS, LLC 320 North 120th Avenue, Suite 240 Holland, MI, 49424 | $279,823,056 | 2194 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | DB & C ADVISORS, LLC 355 Settlers Road, Suite 310 Holland, MI, 49423 | $160,169,375 | 733 | 8 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Holland, Michigan
QualificationsFirm CRD# 158282
Assets Under Management $1,786,095,411
No. Of Clients13711
Clients Per Financial Advisor236
ADVISORY ALPHA, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13711 clients. The team consists of 58 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 173736
Assets Under Management $1,516,340,746
No. Of Clients2706
Clients Per Financial Advisor113
CAPTRUST FINANCIAL ADVISORS is a financial advisory firm situated in Holland, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2706 clients. The team consists of 24 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 124228
Assets Under Management $808,429,000
No. Of Clients5192
Clients Per Financial Advisor208
LVZ, INC. is a financial advisory firm situated in Holland, Michigan. With a nearly $808M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5192 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 151440
Assets Under Management $454,256,292
No. Of Clients658
Clients Per Financial Advisor329
S.A. MASON, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $454M assets under management, the firm specializes in crafting personalized retirement planning solutions for 658 clients. The team consists of 2 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# 312073
Assets Under Management $279,823,056
No. Of Clients2194
Clients Per Financial Advisor169
WEST MICHIGAN ADVISORS, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $280M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2194 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 155645
Assets Under Management $160,169,375
No. Of Clients733
Clients Per Financial Advisor92
DB & C ADVISORS, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 733 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
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.