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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 - April 25, 2025

Novi 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Joseph 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

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advisor
vector.svg VERIFIED

Todd 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Robert 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

Find An Advisor arrow-right

Top 6 Retirement Planning firms in Novi, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

29409 Haggerty Road, Suite 200
Novi, MI, 48377
$1,181,835,232763911
A percentage of AUM, Hourly charges, Fixed fees
2

39555 Orchard Hill Place, Ste 139
Novi, MI, 48375
$1,087,888,7883599
A percentage of AUM
3

39500 High Pointe Blvd, Suite 190
Novi, MI, 48375
$1,073,220,367265512
A percentage of AUM, Fixed fees
4

26200 Town Center Dr., Suite 100
Novi, MI, 48375
$535,130,456130111
A percentage of AUM, Hourly charges, Fixed fees
5

39555 Orchard Hill Place, Suite 100
Novi, MI, 48375
$292,603,08117659
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)
6

43155 Main Street, Suite 212
Novi, MI, 48375
$236,868,62010867
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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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