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 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.
Jenison has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Jenison, Michigan have an average of 26 years of experience.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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
Mark Ligeski
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 2898346
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
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.
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | STRAIGHT PATH WEALTH MANAGEMENT 7699 Georgetown Center Drive, Jenison, MI, 49428 | $203,172,269 | 1283 | 5 | A Percentage of AUM, Hourly charges |
2 | ALLIANCE INVESTMENT MANAGEMENT, LLC 507 Baldwin St, Jenison, MI, 49428 | $118,991,800 | 508 | 5 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 148897
Assets Under Management $203,172,269
No. Of Clients1283
Clients Per Financial Advisor257
STRAIGHT PATH WEALTH MANAGEMENT is a financial advisory firm situated in Jenison, Michigan. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1283 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152012
Assets Under Management $118,991,800
No. Of Clients508
Clients Per Financial Advisor102
ALLIANCE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Jenison, Michigan. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 508 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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