Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Jenison has 2 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 Jenison, Michigan have an average of 21 years of experience.
Adam Schwallier
CFP®
Schwallier Wealth Management LLC
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Minimum Assets Required
$250,000
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
Fee-Only, Hourly, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 7699 Georgetown Center Drive, Jenison, MI, 49428 | $271,529,999 | 1609 | 10 | A percentage of AUM, Hourly charges |
2 | 507 Baldwin St, Jenison, MI, 49428 | $162,742,802 | 544 | 5 | A percentage of AUM, Fixed fees |
3 | 501 Baldwin St, Suite 207 Jenison, MI, 49428 | $107,765,305 | 716 | 3 | A percentage of AUM, Performance Based, Other (SOLICITOR FEES) |
QualificationsFirm CRD# 148897
Assets Under Management $271,529,999
No. Of Clients1609
Clients Per Financial Advisor161
STRAIGHT PATH WEALTH MANAGEMENT is a financial advisory firm situated in Jenison, Michigan. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1609 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152012
Assets Under Management $162,742,802
No. Of Clients544
Clients Per Financial Advisor109
ALLIANCE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Jenison, Michigan. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 544 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 317857
Assets Under Management $107,765,305
No. Of Clients716
Clients Per Financial Advisor239
GRAETZ WEALTH is a financial advisory firm situated in Jenison, Michigan. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 716 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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