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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 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 Novi, Michigan
Last Updated - April 16, 2024Novi 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 Novi, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Novi, Michigan
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Novi, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PROVIDENT INVESTMENT MANAGEMENT, INC. 39555 Orchard Hill Place, Ste 139 Novi, MI, 48375 | $950,165,583 | 359 | 10 | A Percentage of AUM |
| 2 | THE NEMES RUSH GROUP, LLC 39500 High Pointe Blvd, Suite 190 Novi, MI, 48375 | $913,673,312 | 2457 | 8 | A Percentage of AUM, Fixed Fees |
| 3 | DAHRING | CUSMANO AND ASSOCIATES 26200 Town Center Dr., Suite 100 Novi, MI, 48375 | $435,845,444 | 1215 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | RICHARD W. PAUL & ASSOCIATES, LLC 39555 Orchard Hill Place, Suite 100 Novi, MI, 48375 | $263,833,052 | 1610 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
| 5 | PATHWORKS FINANCIAL, INC. 43155 Main Street, Suite 212 Novi, MI, 48375 | $155,940,090 | 1688 | 8 | A Percentage of AUM, Fixed Fees, Other (THIRD PARTY MANAGER FEES) |
Information on Top Retirement Planning firms in Novi, Michigan
QualificationsFirm CRD# 106976
Assets Under Management $950,165,583
No. Of Clients359
Clients Per Financial Advisor36
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 10 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# 312554
Assets Under Management $913,673,312
No. Of Clients2457
Clients Per Financial Advisor307
THE NEMES RUSH GROUP, LLC is a financial advisory firm situated in Novi, Michigan. With a nearly $914M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2457 clients. The team consists of 8 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 301236
Assets Under Management $435,845,444
No. Of Clients1215
Clients Per Financial Advisor122
DAHRING | CUSMANO AND ASSOCIATES is a financial advisory firm situated in Novi, Michigan. With a nearly $436M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1215 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 156812
Assets Under Management $263,833,052
No. Of Clients1610
Clients Per Financial Advisor179
RICHARD W. PAUL & ASSOCIATES, LLC is a financial advisory firm situated in Novi, Michigan. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1610 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 (SOLICITOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 138393
Assets Under Management $155,940,090
No. Of Clients1688
Clients Per Financial Advisor211
PATHWORKS FINANCIAL, INC. is a financial advisory firm situated in Novi, Michigan. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1688 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (THIRD PARTY MANAGER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
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.