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Find Retirement Advisors for Retirement Planning in Novi, 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 Novi, Michigan
Last Updated - May 15, 2025Novi has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Novi, Michigan have an average of 12 years of experience.
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List of Qualified Retirement Planning Advisors in Novi, Michigan
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
VERIFIEDJoseph Dallo
AIF®
Dallo Financial
Qualifications
CRD# 6920688
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
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
VERIFIEDRobert Lamm
CRPC®
Prudential
Qualifications
CRD# 6160636
Firm CRD# 8733
Series 7, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
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Top 6 Retirement Planning firms in Novi, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 29409 Haggerty Road, Suite 200 Novi, MI, 48377 | $1,181,835,232 | 7639 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 39555 Orchard Hill Place, Ste 139 Novi, MI, 48375 | $1,087,888,788 | 359 | 9 | A percentage of AUM |
| 3 | 39500 High Pointe Blvd, Suite 190 Novi, MI, 48375 | $1,073,220,367 | 2655 | 12 | A percentage of AUM, Fixed fees |
| 4 | 26200 Town Center Dr., Suite 100 Novi, MI, 48375 | $535,130,456 | 1301 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 39555 Orchard Hill Place, Suite 100 Novi, MI, 48375 | $292,603,081 | 1765 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES) |
| 6 | 43155 Main Street, Suite 212 Novi, MI, 48375 | $236,868,620 | 1086 | 7 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Novi, Michigan
QualificationsFirm CRD# 151501
Assets Under Management $1,181,835,232
No. Of Clients7639
Clients Per Financial Advisor694
C2 PRIVATE WEALTH is a financial advisory firm situated in Novi, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7639 clients. The team consists of 11 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
- Selection for other advisors
QualificationsFirm CRD# 106976
Assets Under Management $1,087,888,788
No. Of Clients359
Clients Per Financial Advisor40
PROVIDENT INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Novi, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 312554
Assets Under Management $1,073,220,367
No. Of Clients2655
Clients Per Financial Advisor221
THE NEMES RUSH GROUP, LLC is a financial advisory firm situated in Novi, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2655 clients. The team consists of 12 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
QualificationsFirm CRD# 301236
Assets Under Management $535,130,456
No. Of Clients1301
Clients Per Financial Advisor118
DAHRING | CUSMANO AND ASSOCIATES is a financial advisory firm situated in Novi, Michigan. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1301 clients. The team consists of 11 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
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 156812
Assets Under Management $292,603,081
No. Of Clients1765
Clients Per Financial Advisor196
RICHARD W. PAUL & ASSOCIATES, LLC is a financial advisory firm situated in Novi, Michigan. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1765 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
- Hourly charges
- Fixed fees
- Other (REFERRAL FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 138393
Assets Under Management $236,868,620
No. Of Clients1086
Clients Per Financial Advisor155
PATHWORKS FINANCIAL, INC. is a financial advisory firm situated in Novi, Michigan. With a nearly $237M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1086 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.