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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 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 Plymouth, Michigan

Last Updated - April 25, 2025

Plymouth 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 Plymouth, Michigan have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Plymouth, 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

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
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 Plymouth, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

801 W. Ann Arbor Trail, Ste 244
Plymouth, MI, 48170
$3,261,373,5348120
A percentage of AUM
2

156 West Liberty Street,
Plymouth, MI, 48170-1315
$2,025,333,472503
A percentage of AUM, Fixed fees
3

44670 Ann Arbor Rd, Ste 190,
Plymouth, MI, 48170-4088
$848,371,6753045
A percentage of AUM
4

261 S. Main Street,
Plymouth, MI, 48170
$460,972,23112125
A percentage of AUM, Fixed fees
5

41011 Ann Arbor Road,
Plymouth, MI, 48170
$352,000,00017884
A percentage of AUM, Fixed fees
6

849 Penniman Suite 201,
Plymouth, MI, 48170
$163,965,2115284
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Plymouth, Michigan

QualificationsFirm CRD# 104693

Assets Under Management $3,261,373,534

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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 124337

Assets Under Management $2,025,333,472

No. Of Clients50

Clients Per Financial Advisor17

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 50 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

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (ENDOW/FNDN. CONSULTING SERVICES)
View Full Profile

QualificationsFirm CRD# 104655

Assets Under Management $848,371,675

No. Of Clients304

Clients Per Financial Advisor61

JLB & ASSOCIATES INC is a financial advisory firm situated in Plymouth, Michigan. With a nearly $848M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 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 and/or small businesses
View Full Profile

QualificationsFirm CRD# 124332

Assets Under Management $460,972,231

No. Of Clients1212

Clients Per Financial Advisor242

GEM ASSET MANAGEMENT, LLC is a financial advisory firm situated in Plymouth, Michigan. With a nearly $461M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1212 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 166944

Assets Under Management $352,000,000

No. Of Clients1788

Clients Per Financial Advisor447

PEAK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Plymouth, Michigan. With a nearly $352M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1788 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 281935

Assets Under Management $163,965,211

No. Of Clients528

Clients Per Financial Advisor132

PINNACLE WEALTH MANAGEMENT GROUP, INC. is a financial advisory firm situated in Plymouth, Michigan. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 528 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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