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Find Retirement Advisors for Retirement Planning in Kalamazoo, Michigan

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Finding the Best Retirement Planners in Kalamazoo, Michigan

Last Updated - March 22, 2024

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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 10 Retirement Planning firms in Kalamazoo, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CWS FINANCIAL ADVISORS LLC
405 West Michigan Avenue, Suite 110
Kalamazoo, MI, 49007
$988,545,959210211
A Percentage of AUM, Hourly charges, Fixed Fees
2
ARCADIA INVESTMENT MANAGEMENT CORP
125 South Kalamazoo Mall, Ste 306,
Kalamazoo, MI, 49007
$503,767,9713335
A Percentage of AUM, Fixed Fees
3
WOLFF FINANCIAL MANAGEMENT LLC
5938 Venture Park Drive,
Kalamazoo, MI, 49009
$409,764,07410645
A Percentage of AUM
4
TRUNORTH CAPITAL MANAGEMENT, LLC
1090 North 10th Street, Suite 210
Kalamazoo, MI, 49009
$294,630,7877265
A Percentage of AUM, Fixed Fees
5
LONG ROAD INVESTMENT COUNSEL, LLC
107 W. Michigan Ave, Suite 804
Kalamazoo, MI, 49007-3946
$252,905,0001111
A Percentage of AUM
6
N.V.N.G. INVESTMENTS, INC.
555 Crosstown Parkway, Suite 405
Kalamazoo, MI, 49008-1982
$172,862,677431
A Percentage of AUM
7
CLEAR RIDGE WEALTH MANAGEMENT, LLC
259 E. Michigan Avenue, Suite 105
Kalamazoo, MI, 49007
$154,133,0793403
A Percentage of AUM, Hourly charges, Fixed Fees
8
GASAWAY INVESTMENT ADVISORS, INC.
7110 Stadium Drive,
Kalamazoo, MI, 49009
$134,452,70871810
A Percentage of AUM, Hourly charges, Fixed Fees
9
DAUS FINANCIAL GROUP, LLC
487 South Drake Road, Suite A
Kalamazoo, MI, 49009
$120,000,0005756
A Percentage of AUM, Hourly charges, Fixed Fees
10
BREAKWATER CAPITAL
251 N Rose Street Suite 200,
Kalamazoo, MI, 49007
$114,501,9254162
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Kalamazoo, Michigan

QualificationsFirm CRD# 297000

Assets Under Management $988,545,959

No. Of Clients2102

Clients Per Financial Advisor191

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 2102 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104867

Assets Under Management $503,767,971

No. Of Clients333

Clients Per Financial Advisor67

ARCADIA INVESTMENT MANAGEMENT CORP is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $504M assets under management, the firm specializes in crafting personalized retirement planning solutions for 333 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 283239

Assets Under Management $409,764,074

No. Of Clients1064

Clients Per Financial Advisor213

WOLFF FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1064 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 165285

Assets Under Management $294,630,787

No. Of Clients726

Clients Per Financial Advisor145

TRUNORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 726 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
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 171343

Assets Under Management $252,905,000

No. Of Clients111

Clients Per Financial Advisor111

LONG ROAD INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 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
View Full Profile

QualificationsFirm CRD# 107446

Assets Under Management $172,862,677

No. Of Clients43

Clients Per Financial Advisor43

N.V.N.G. INVESTMENTS, INC. is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 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
View Full Profile

QualificationsFirm CRD# 172689

Assets Under Management $154,133,079

No. Of Clients340

Clients Per Financial Advisor113

CLEAR RIDGE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 340 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 123807

Assets Under Management $134,452,708

No. Of Clients718

Clients Per Financial Advisor72

GASAWAY INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 718 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 323054

Assets Under Management $120,000,000

No. Of Clients575

Clients Per Financial Advisor96

DAUS FINANCIAL GROUP, LLC is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 575 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 172498

Assets Under Management $114,501,925

No. Of Clients416

Clients Per Financial Advisor208

BREAKWATER CAPITAL is a financial advisory firm situated in Kalamazoo, Michigan. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 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
  • Portfolio Management for Individuals
View Full Profile

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