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Find Retirement Advisors for Retirement Planning in Muskegon, Michigan

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Finding the Best Retirement Planners in Muskegon, Michigan

Last Updated - March 21, 2024

Muskegon has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Muskegon, Michigan have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Muskegon, Michigan

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 3 Retirement Planning firms in Muskegon, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BRAEBURN WEALTH MANAGEMENT, LLC
111 West Western Avenue,
Muskegon, MI, 49442
$239,018,3929985
A Percentage of AUM, Hourly charges, Fixed Fees
2
FIRST FINANCIAL ADVISORS INC
950 W Norton Ave, Suite 415
Muskegon, MI, 49441
$232,714,30313535
A Percentage of AUM, Hourly charges, Fixed Fees
3
LFN ADVISORS INC.
700 Terrace Point Dr., Suite 325
Muskegon, MI, 49440
$945,40592
A Percentage of AUM, Other (SOLICITOR FEES)

Information on Top Retirement Planning firms in Muskegon, Michigan

QualificationsFirm CRD# 158007

Assets Under Management $239,018,392

No. Of Clients998

Clients Per Financial Advisor200

BRAEBURN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Muskegon, Michigan. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 998 clients. The team consists of 5 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 106040

Assets Under Management $232,714,303

No. Of Clients1353

Clients Per Financial Advisor271

FIRST FINANCIAL ADVISORS INC is a financial advisory firm situated in Muskegon, Michigan. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1353 clients. The team consists of 5 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 169361

Assets Under Management $945,405

No. Of Clients9

Clients Per Financial Advisor5

LFN ADVISORS INC. is a financial advisory firm situated in Muskegon, Michigan. With a nearly $945K assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (SOLICITOR FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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