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

Last Updated - April 25, 2025

Kalamazoo has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Kalamazoo, Michigan have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Kalamazoo, 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 10 Retirement Planning firms in Kalamazoo, Michigan (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	405 West Michigan Avenue, Suite 110 Kalamazoo, MI, 49007	$1,198,728,785	2149	11	A percentage of AUM, Hourly charges, Fixed fees
2	161 East Michigan Ave, Ste 500, Kalamazoo, MI, 49007	$586,069,950	344	4	A percentage of AUM, Fixed fees
3	1090 North 10th Street, Suite 210 Kalamazoo, MI, 49009	$530,591,396	922	4	A percentage of AUM, Fixed fees
4	5938 Venture Park Drive, Kalamazoo, MI, 49009	$465,540,731	1138	5	A percentage of AUM
5	107 W. Michigan Ave, Suite 804 Kalamazoo, MI, 49007-3946	$284,039,000	108	1	A percentage of AUM
6	555 Crosstown Parkway, Suite 405 Kalamazoo, MI, 49008-1982	$260,490,031	42	1	A percentage of AUM
7	487 South Drake Road, Suite A Kalamazoo, MI, 49009	$211,000,000	802	6	A percentage of AUM, Hourly charges, Fixed fees
8	259 E. Michigan Avenue, Suite 105 Kalamazoo, MI, 49007	$200,058,083	378	4	A percentage of AUM, Hourly charges, Fixed fees
9	7110 Stadium Drive, Kalamazoo, MI, 49009	$160,032,039	744	10	A percentage of AUM, Hourly charges, Fixed fees
10	251 N Rose Street Suite 200, Kalamazoo, MI, 49007	$128,294,481	445	2	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Kalamazoo, Michigan

CWS FINANCIAL ADVISORS LLC

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QualificationsFirm CRD# 297000

Assets Under Management $1,198,728,785

No. Of Clients2149

Clients Per Financial Advisor195

CWS FINANCIAL ADVISORS LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2149 clients. The team consists of 11 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

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ARCADIA INVESTMENT MANAGEMENT CORP

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QualificationsFirm CRD# 104867

Assets Under Management $586,069,950

No. Of Clients344

Clients Per Financial Advisor86

ARCADIA INVESTMENT MANAGEMENT CORP is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $586M assets under management, the firm specializes in crafting personalized retirement planning solutions for 344 clients. The team consists of 4 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 businesses or institutional clients

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TRUNORTH CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 165285

Assets Under Management $530,591,396

No. Of Clients922

Clients Per Financial Advisor231

TRUNORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $531M assets under management, the firm specializes in crafting personalized retirement planning solutions for 922 clients. The team consists of 4 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 businesses or institutional clients
Publication of periodicals and newsletters

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WOLFF FINANCIAL MANAGEMENT LLC

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QualificationsFirm CRD# 283239

Assets Under Management $465,540,731

No. Of Clients1138

Clients Per Financial Advisor228

WOLFF FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $466M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1138 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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LONG ROAD INVESTMENT COUNSEL, LLC

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QualificationsFirm CRD# 171343

Assets Under Management $284,039,000

No. Of Clients108

Clients Per Financial Advisor108

LONG ROAD INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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N.V.N.G. INVESTMENTS, INC.

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QualificationsFirm CRD# 107446

Assets Under Management $260,490,031

No. Of Clients42

Clients Per Financial Advisor42

N.V.N.G. INVESTMENTS, INC. is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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DAUS FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 323054

Assets Under Management $211,000,000

No. Of Clients802

Clients Per Financial Advisor134

DAUS FINANCIAL GROUP, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 802 clients. The team consists of 6 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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CLEAR RIDGE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 172689

Assets Under Management $200,058,083

No. Of Clients378

Clients Per Financial Advisor95

CLEAR RIDGE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 378 clients. The team consists of 4 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

GASAWAY INVESTMENT ADVISORS, INC.

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QualificationsFirm CRD# 123807

Assets Under Management $160,032,039

No. Of Clients744

Clients Per Financial Advisor74

GASAWAY INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 744 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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BREAKWATER CAPITAL

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QualificationsFirm CRD# 172498

Assets Under Management $128,294,481

No. Of Clients445

Clients Per Financial Advisor223

BREAKWATER CAPITAL is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 445 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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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