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Find Retirement Advisors for Retirement Planning in Livonia, 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 Livonia, Michigan
Last Updated - April 12, 2024Livonia has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Livonia, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Livonia, Michigan
VERIFIEDMichael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC
Qualifications
CRD# 4770771
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDPeter Shunyia
CFP®
LPL Financial/Shunyia & Co. Private Wealth Advisors
Qualifications
CRD# 4474844
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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
VERIFIEDTodd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
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-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Livonia, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STRATEGIC INVESTMENT ADVISORS, LLC 38695 W. Seven Mile Road, Suite 125 Livonia, MI, 48152 | $838,939,111 | 9533 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | WHITE PINE INVESTMENT CO 17199 Laurel Park Dr North, #209, Livonia, MI, 48152 | $347,445,967 | 872 | 6 | A Percentage of AUM |
| 3 | CONCORDE ASSET MANAGEMENT, LLC 19500 Victor Parkway, Suite 550 Livonia, MI, 48152 | $305,690,467 | 2371 | 74 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROMOTER FEES FROM OTHER ADVISORS) |
| 4 | MEADOWBROOK INVESTMENT ADVISORS LLC 17199 N Laurel Park Dr, Ste 311 Livonia, MI, 48152-7904 | $137,166,469 | 200 | 4 | A Percentage of AUM |
| 5 | CND FINANCIAL 33762 Schoolcraft Rd, 2nd Floor Livonia, MI, 48150 | $127,400,000 | 206 | 4 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Livonia, Michigan
QualificationsFirm CRD# 151501
Assets Under Management $838,939,111
No. Of Clients9533
Clients Per Financial Advisor953
STRATEGIC INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Livonia, Michigan. With a nearly $839M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9533 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
- Selection of Other Advisors
QualificationsFirm CRD# 111556
Assets Under Management $347,445,967
No. Of Clients872
Clients Per Financial Advisor145
WHITE PINE INVESTMENT CO is a financial advisory firm situated in Livonia, Michigan. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 872 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 140367
Assets Under Management $305,690,467
No. Of Clients2371
Clients Per Financial Advisor32
CONCORDE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Livonia, Michigan. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2371 clients. The team consists of 74 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 (PROMOTER FEES FROM OTHER ADVISORS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109960
Assets Under Management $137,166,469
No. Of Clients200
Clients Per Financial Advisor50
MEADOWBROOK INVESTMENT ADVISORS LLC is a financial advisory firm situated in Livonia, Michigan. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 200 clients. The team consists of 4 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
- Portfolio Management for Business
QualificationsFirm CRD# 110180
Assets Under Management $127,400,000
No. Of Clients206
Clients Per Financial Advisor52
CND FINANCIAL is a financial advisory firm situated in Livonia, Michigan. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 206 clients. The team consists of 4 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
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.