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Find Retirement Advisors for Retirement Planning in Grand Rapids, 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 Grand Rapids, Michigan

Last Updated - July 1, 2025

Grand Rapids has 3 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 Grand Rapids, Michigan have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Grand Rapids, Michigan

advisor
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Brian Kage
Benjamin F. Edwards

Qualifications
CRD# 5866659
Firm CRD# 146936

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
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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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 2 Retirement Planning firms in Grand Rapids, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2687 44th Street Se,
Kentwood, MI, 49512
$2,550,489,63012870140
A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY FEES)
2

3226 28th Street Se,
Kentwood, MI, 49512
$386,968,02627938
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Information on Top Retirement Planning firms in Grand Rapids, Michigan

QualificationsFirm CRD# 125004

Assets Under Management $2,550,489,630

No. Of Clients12870

Clients Per Financial Advisor92

REGAL INVESTMENT ADVISORS LLC is a financial advisory firm situated in Kentwood, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12870 clients. The team consists of 140 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD PARTY FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 153067

Assets Under Management $386,968,026

No. Of Clients2793

Clients Per Financial Advisor349

MATTSON FINANCIAL SERVICES, LLC is a financial advisory firm situated in Kentwood, Michigan. With a nearly $387M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2793 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (401K CONSULTING SERVICES)
View Full Profile

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