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 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.
Okemos has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Okemos, Michigan have an average of 19 years of experience.
Todd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors
Qualifications
CRD# 5795799
Firm CRD# 111147
Minimum Assets Required
$500,000
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2270 Jolly Oak Road., Suite 2, Okemos, MI, 48864 | $468,613,399 | 3111 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 2525 Jolly Road, Suite 200, Okemos, MI, 48864 | $750 | 2 | 14 | A percentage of AUM, Fixed fees, Other (COADVISOR FEES) |
QualificationsFirm CRD# 289054
Assets Under Management $468,613,399
No. Of Clients3111
Clients Per Financial Advisor135
FINANCIAL STRATEGIES GROUP, INC is a financial advisory firm situated in Okemos, Michigan. With a nearly $469M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3111 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146602
Assets Under Management $750
No. Of Clients2
Clients Per Financial Advisor0
CORNERSTONE WEALTH PARTNERS, LLC is a financial advisory firm situated in Okemos, Michigan. With a nearly $750 assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 14 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.