National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Jenison, 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 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 Jenison, Michigan

Last Updated - April 25, 2025

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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Jenison, Michigan

advisor
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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Jenison, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

7699 Georgetown Center Drive,
Jenison, MI, 49428
$271,529,999160910
A percentage of AUM, Hourly charges
2

507 Baldwin St,
Jenison, MI, 49428
$162,742,8025445
A percentage of AUM, Fixed fees
3

501 Baldwin St, Suite 207
Jenison, MI, 49428
$107,765,3057163
A percentage of AUM, Performance Based, Other (SOLICITOR FEES)

Information on Top Retirement Planning firms in Jenison, Michigan

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.

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
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Other (INVESTMENT CONSULTING)
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SOLICITOR 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

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

Get Matched With Planners