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Find Retirement Advisors for Retirement Planning in Okemos, Michigan

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Finding the Best Retirement Planners in Okemos, Michigan

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Okemos, Michigan

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

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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

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

Top 2 Retirement Planning firms in Okemos, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2270 Jolly Oak Road., Suite 2,
Okemos, MI, 48864
$468,613,399311123
A percentage of AUM, Hourly charges, Fixed fees
2

2525 Jolly Road, Suite 200,
Okemos, MI, 48864
$750214
A percentage of AUM, Fixed fees, Other (COADVISOR FEES)

Information on Top Retirement Planning firms in Okemos, Michigan

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.

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
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (COADVISOR FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

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