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Find Retirement Advisors for Retirement Planning in Portage, Michigan

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Finding the Best Retirement Planners in Portage, Michigan

Last Updated - April 25, 2025

Portage has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Portage, Michigan have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Portage, Michigan

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 8 Retirement Planning firms in Portage, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5931 Oakland Dr.,
Portage, MI, 49024
$6,034,201,776647540
A percentage of AUM, Hourly charges, Fixed fees
2

7840 Moorsbridge Road,
Portage, MI, 49024
$1,176,147,625134414
A percentage of AUM, Hourly charges, Fixed fees
3

450 W. Centre Avenue, Suite C
Portage, MI, 49024
$570,094,623249512
A percentage of AUM, Hourly charges, Fixed fees
4

440 West Centre Avenue, Suite 4
Portage, MI, 49024-5357
$534,664,00012383
A percentage of AUM, Fixed fees
5

5831 Oakland Drive,
Portage, MI, 49024
$442,120,60710644
A percentage of AUM, Hourly charges
6

7950 Moorsbridge Road, Suite 104
Portage, MI, 49024
$326,426,68611795
A percentage of AUM
7

2750 Old Centre Ave, Suite 100
Portage, MI, 49024
$228,030,4875674
A percentage of AUM
8

440 W. Centre Avenue, Suite 5
Portage, MI, 49024-5373
$191,272,0004633
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Portage, Michigan

QualificationsFirm CRD# 159257

Assets Under Management $6,034,201,776

No. Of Clients6475

Clients Per Financial Advisor162

ZHANG FINANCIAL is a financial advisory firm situated in Portage, Michigan. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6475 clients. The team consists of 40 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
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 111039

Assets Under Management $1,176,147,625

No. Of Clients1344

Clients Per Financial Advisor96

LVM CAPITAL MANAGEMENT LTD is a financial advisory firm situated in Portage, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1344 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
  • 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
View Full Profile

QualificationsFirm CRD# 107931

Assets Under Management $570,094,623

No. Of Clients2495

Clients Per Financial Advisor208

BRIGHT FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Portage, Michigan. With a nearly $570M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2495 clients. The team consists of 12 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
View Full Profile

QualificationsFirm CRD# 110799

Assets Under Management $534,664,000

No. Of Clients1238

Clients Per Financial Advisor413

JOHN A. WOLFE & ASSOCIATES, INC. is a financial advisory firm situated in Portage, Michigan. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1238 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
View Full Profile

QualificationsFirm CRD# 134508

Assets Under Management $442,120,607

No. Of Clients1064

Clients Per Financial Advisor266

CAHILL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1064 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 306474

Assets Under Management $326,426,686

No. Of Clients1179

Clients Per Financial Advisor236

626 FINANCIAL, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1179 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

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 110491

Assets Under Management $228,030,487

No. Of Clients567

Clients Per Financial Advisor142

PPS & V ASSET MANAGEMENT CONSULTANTS INC is a financial advisory firm situated in Portage, Michigan. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 567 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 131236

Assets Under Management $191,272,000

No. Of Clients463

Clients Per Financial Advisor154

HAVERDINK FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 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
  • 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
  • Pesnsion consulting services
  • Other (CONSULTATION SERVICES, EDUCATIONAL WORKSHOPS AND SEMINARS)
View Full Profile

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