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Find Retirement Advisors for Retirement Planning in Plymouth, 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 Plymouth, Michigan
Last Updated - May 1, 2024Plymouth has 3 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 Plymouth, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Plymouth, 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 6 Retirement Planning firms in Plymouth, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SCHWARTZ INVESTMENT COUNSEL INC 801 W. Ann Arbor Trail, Ste 244 Plymouth, MI, 48170 | $2,869,566,431 | 81 | 20 | A Percentage of AUM |
| 2 | IPEX, INC. 156 West Liberty Street, Plymouth, MI, 48170-1315 | $1,813,719,248 | 42 | 5 | A Percentage of AUM, Fixed Fees |
| 3 | JLB & ASSOCIATES INC 44670 Ann Arbor Rd, Ste 190, Plymouth, MI, 48170-4088 | $738,116,290 | 294 | 5 | A Percentage of AUM |
| 4 | GEM ASSET MANAGEMENT, LLC 261 S. Main Street, Plymouth, MI, 48170 | $389,429,967 | 1099 | 5 | A Percentage of AUM, Fixed Fees |
| 5 | PEAK WEALTH MANAGEMENT, LLC 41011 Ann Arbor Road, Plymouth, MI, 48170 | $228,000,000 | 1500 | 3 | A Percentage of AUM, Fixed Fees |
| 6 | PINNACLE WEALTH MANAGEMENT GROUP, INC. 849 Penniman Suite 201, Plymouth, MI, 48170 | $155,160,703 | 557 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Plymouth, Michigan
QualificationsFirm CRD# 104693
Assets Under Management $2,869,566,431
No. Of Clients81
Clients Per Financial Advisor4
SCHWARTZ INVESTMENT COUNSEL INC is a financial advisory firm situated in Plymouth, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 20 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 Investment
- Portfolio Management for Business
QualificationsFirm CRD# 124337
Assets Under Management $1,813,719,248
No. Of Clients42
Clients Per Financial Advisor8
IPEX, INC. is a financial advisory firm situated in Plymouth, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 clients. The team consists of 5 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 104655
Assets Under Management $738,116,290
No. Of Clients294
Clients Per Financial Advisor59
JLB & ASSOCIATES INC is a financial advisory firm situated in Plymouth, Michigan. With a nearly $738M assets under management, the firm specializes in crafting personalized retirement planning solutions for 294 clients. The team consists of 5 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
QualificationsFirm CRD# 124332
Assets Under Management $389,429,967
No. Of Clients1099
Clients Per Financial Advisor220
GEM ASSET MANAGEMENT, LLC is a financial advisory firm situated in Plymouth, Michigan. With a nearly $389M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1099 clients. The team consists of 5 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# 166944
Assets Under Management $228,000,000
No. Of Clients1500
Clients Per Financial Advisor500
PEAK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Plymouth, Michigan. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1500 clients. The team consists of 3 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 281935
Assets Under Management $155,160,703
No. Of Clients557
Clients Per Financial Advisor139
PINNACLE WEALTH MANAGEMENT GROUP, INC. is a financial advisory firm situated in Plymouth, Michigan. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 557 clients. The team consists of 4 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
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.