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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 - April 25, 2025

Lansing 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

advisor
vector.svg VERIFIED

Todd 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

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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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 7 Retirement Planning firms in Lansing, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1 Corporate Way,
Lansing, MI, 48951
$246,667,042,077132164
A percentage of AUM, Fixed fees
2

4086 Legacy Parkway,
Lansing, MI, 48911-4261
$3,846,368,000527236
A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)
3

120 N, Washington Suite 300,
Lansing, MI, 48933
$244,502,09163
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES, LICENSING FEES)
4

1146 South Washington Avenue,
Lansing, MI, 48910
$224,234,00511649
A percentage of AUM, Fixed fees
5

6500 Centurion Drive, Suite 250
Lansing, MI, 48917
$205,235,4781319
A percentage of AUM, Commission Based
6

2425 E. Grand River Ave. Ste. 1,
Lansing, MI, 48912
$172,694,1108946
A percentage of AUM, Hourly charges, Fixed fees
7

6350 West Michigan Avenue, Suite 200
Lansing, MI, 48917
$167,148,2087207
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
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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
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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)
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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
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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)
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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
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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
View Full Profile

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