Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BRAEBURN WEALTH MANAGEMENT, LLC 111 West Western Avenue, Muskegon, MI, 49442 | $239,018,392 | 998 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | FIRST FINANCIAL ADVISORS INC 950 W Norton Ave, Suite 415 Muskegon, MI, 49441 | $232,714,303 | 1353 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | LFN ADVISORS INC. 700 Terrace Point Dr., Suite 325 Muskegon, MI, 49440 | $945,405 | 9 | 2 | A Percentage of AUM, Other (SOLICITOR FEES) |
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.
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.
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.