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Find Retirement Advisors for Retirement Planning in Holland, Michigan

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Holland, Michigan

Last Updated - May 24, 2025

Holland has 1 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 0 years of experience.

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List of Qualified Retirement Planning Advisors in Holland, Michigan

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 6 Retirement Planning firms in Holland, Michigan (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	348 S Waverly Rd, Suite 100 Holland, MI, 49423	$2,997,055,995	20609	57	A percentage of AUM, Hourly charges, Fixed fees
2	85 E 8th Street, Suite 150 Holland, MI, 49423	$1,889,548,733	2912	26	A percentage of AUM, Fixed fees
3	240 South River Avenue, Holland, MI, 49423	$874,644,000	5075	25	A percentage of AUM, Hourly charges, Fixed fees
4	170 College Avenue, Suite 260 Holland, MI, 49423	$573,916,685	720	2	A percentage of AUM, Hourly charges, Fixed fees
5	301 Hoover Blvd., Suite 300 Holland, MI, 49423	$494,777,070	3079	15	A percentage of AUM, Hourly charges, Fixed fees
6	355 Settlers Road, Suite 310 Holland, MI, 49423	$231,102,796	292	8	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Holland, Michigan

ADVISORY ALPHA, LLC

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QualificationsFirm CRD# 158282

Assets Under Management $2,997,055,995

No. Of Clients20609

Clients Per Financial Advisor362

ADVISORY ALPHA, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20609 clients. The team consists of 57 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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CAPTRUST WEALTH ADVISORS

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QualificationsFirm CRD# 173736

Assets Under Management $1,889,548,733

No. Of Clients2912

Clients Per Financial Advisor112

CAPTRUST WEALTH 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 2912 clients. The team consists of 26 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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LVZ, INC.

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QualificationsFirm CRD# 124228

Assets Under Management $874,644,000

No. Of Clients5075

Clients Per Financial Advisor203

LVZ, INC. is a financial advisory firm situated in Holland, Michigan. With a nearly $875M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5075 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

S.A. MASON, LLC

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QualificationsFirm CRD# 151440

Assets Under Management $573,916,685

No. Of Clients720

Clients Per Financial Advisor360

S.A. MASON, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 720 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 services
Portfolio management for individuals and/or small businesses

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WEST MICHIGAN ADVISORS

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QualificationsFirm CRD# 312073

Assets Under Management $494,777,070

No. Of Clients3079

Clients Per Financial Advisor205

WEST MICHIGAN ADVISORS is a financial advisory firm situated in Holland, Michigan. With a nearly $495M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3079 clients. The team consists of 15 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

DB & C ADVISORS, LLC

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QualificationsFirm CRD# 155645

Assets Under Management $231,102,796

No. Of Clients292

Clients Per Financial Advisor37

DB & C ADVISORS, LLC is a financial advisory firm situated in Holland, Michigan. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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