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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 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.
Finding the Best Retirement Planners in Grand Rapids, Michigan
Last Updated - April 17, 2024Grand Rapids 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 Grand Rapids, Michigan have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Grand Rapids, Michigan
VERIFIEDAdam 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
VERIFIEDMark Ligeski
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 2898346
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Grand Rapids, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | REGAL INVESTMENT ADVISORS LLC 2687 44th Street Se, Kentwood, MI, 49512 | $2,042,753,790 | 11768 | 112 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY FEES) |
| 2 | MATTSON FINANCIAL SERVICES, LLC 3226 28th Street Se, Kentwood, MI, 49512 | $264,252,682 | 2366 | 6 | 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 $2,042,753,790
No. Of Clients11768
Clients Per Financial Advisor105
REGAL INVESTMENT ADVISORS LLC is a financial advisory firm situated in Kentwood, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11768 clients. The team consists of 112 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 153067
Assets Under Management $264,252,682
No. Of Clients2366
Clients Per Financial Advisor394
MATTSON FINANCIAL SERVICES, LLC is a financial advisory firm situated in Kentwood, Michigan. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2366 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
- Other (REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brighton, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Troy, Michigan
Looking for more choices? Use our free match service to compare retirement planners serving your area.