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Find Retirement Advisors for Retirement Planning in Lansing, 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 Lansing, Michigan
Last Updated - May 15, 2025Lansing has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Lansing, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Lansing, Michigan
VERIFIEDTodd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors
Qualifications
CRD# 5795799
Firm CRD# 111147
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 7 Retirement Planning firms in Lansing, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1 Corporate Way, Lansing, MI, 48951 | $246,667,042,077 | 132 | 164 | A percentage of AUM, Fixed fees |
| 2 | 4086 Legacy Parkway, Lansing, MI, 48911-4261 | $3,846,368,000 | 5272 | 36 | A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS) |
| 3 | 120 N, Washington Suite 300, Lansing, MI, 48933 | $244,502,091 | 6 | 3 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES, LICENSING FEES) |
| 4 | 1146 South Washington Avenue, Lansing, MI, 48910 | $224,234,005 | 1164 | 9 | A percentage of AUM, Fixed fees |
| 5 | 6500 Centurion Drive, Suite 250 Lansing, MI, 48917 | $205,235,478 | 13 | 19 | A percentage of AUM, Commission Based |
| 6 | 2425 E. Grand River Ave. Ste. 1, Lansing, MI, 48912 | $172,694,110 | 894 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 6350 West Michigan Avenue, Suite 200 Lansing, MI, 48917 | $167,148,208 | 720 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (SUBSCRIPTION FEE FOR PLANNING) |
Information on Top Retirement Planning firms in Lansing, Michigan
QualificationsFirm CRD# 111079
Assets Under Management $246,667,042,077
No. Of Clients132
Clients Per Financial Advisor1
JACKSON NATIONAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Lansing, Michigan. With a nearly $247B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 clients. The team consists of 164 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 investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 123047
Assets Under Management $3,846,368,000
No. Of Clients5272
Clients Per Financial Advisor146
REHMANN WEALTH is a financial advisory firm situated in Lansing, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5272 clients. The team consists of 36 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 (SERVICING FEES FROM CUSTODIANS)
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
QualificationsFirm CRD# 313126
Assets Under Management $244,502,091
No. Of Clients6
Clients Per Financial Advisor2
RETIREFUL LLC is a financial advisory firm situated in Lansing, Michigan. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Other (REFERRAL FEES
- LICENSING FEES)
Financial Planning Services
- Portfolio management for investment companies
- Pesnsion consulting services
- Other (MODEL PORTFOLIO SOFTWARE LICENSING)
QualificationsFirm CRD# 307002
Assets Under Management $224,234,005
No. Of Clients1164
Clients Per Financial Advisor129
WASHINGTON AVENUE ADVISORS is a financial advisory firm situated in Lansing, Michigan. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1164 clients. The team consists of 9 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 26455
Assets Under Management $205,235,478
No. Of Clients13
Clients Per Financial Advisor1
J W KORTH & COMPANY is a financial advisory firm situated in Lansing, Michigan. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Commission Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (MARGIN ADVISORY)
QualificationsFirm CRD# 308146
Assets Under Management $172,694,110
No. Of Clients894
Clients Per Financial Advisor149
MANER WEALTH is a financial advisory firm situated in Lansing, Michigan. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 894 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 122789
Assets Under Management $167,148,208
No. Of Clients720
Clients Per Financial Advisor103
SHOTWELL RUTTER BAER INC is a financial advisory firm situated in Lansing, Michigan. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 720 clients. The team consists of 7 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 (SUBSCRIPTION FEE FOR PLANNING)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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 Ann Arbor, Michigan
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- Retirement Planners in Farmington, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Novi, Michigan
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Looking for more choices? Use our free match service to compare retirement planners serving your area.