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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 - May 15, 2025Plymouth 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJoseph 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
VERIFIEDTodd 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRobert 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
Since 1998
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Top 6 Retirement Planning firms in Plymouth, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 801 W. Ann Arbor Trail, Ste 244 Plymouth, MI, 48170 | $3,261,373,534 | 81 | 20 | A percentage of AUM |
| 2 | 156 West Liberty Street, Plymouth, MI, 48170-1315 | $2,025,333,472 | 50 | 3 | A percentage of AUM, Fixed fees |
| 3 | 44670 Ann Arbor Rd, Ste 190, Plymouth, MI, 48170-4088 | $848,371,675 | 304 | 5 | A percentage of AUM |
| 4 | 261 S. Main Street, Plymouth, MI, 48170 | $460,972,231 | 1212 | 5 | A percentage of AUM, Fixed fees |
| 5 | 41011 Ann Arbor Road, Plymouth, MI, 48170 | $352,000,000 | 1788 | 4 | A percentage of AUM, Fixed fees |
| 6 | 849 Penniman Suite 201, Plymouth, MI, 48170 | $163,965,211 | 528 | 4 | 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
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)
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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- Retirement Planners in Plymouth, Michigan
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Looking for more choices? Use our free match service to compare retirement planners serving your area.