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Find Retirement Advisors for Retirement Planning in Portage, Michigan

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Portage, Michigan

Last Updated - May 15, 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

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546 See Details

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 Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5931 Oakland Dr., Portage, MI, 49024	$6,034,201,776	6475	40	A percentage of AUM, Hourly charges, Fixed fees
2	7840 Moorsbridge Road, Portage, MI, 49024	$1,176,147,625	1344	14	A percentage of AUM, Hourly charges, Fixed fees
3	450 W. Centre Avenue, Suite C Portage, MI, 49024	$570,094,623	2495	12	A percentage of AUM, Hourly charges, Fixed fees
4	440 West Centre Avenue, Suite 4 Portage, MI, 49024-5357	$534,664,000	1238	3	A percentage of AUM, Fixed fees
5	5831 Oakland Drive, Portage, MI, 49024	$442,120,607	1064	4	A percentage of AUM, Hourly charges
6	7950 Moorsbridge Road, Suite 104 Portage, MI, 49024	$326,426,686	1179	5	A percentage of AUM
7	2750 Old Centre Ave, Suite 100 Portage, MI, 49024	$228,030,487	567	4	A percentage of AUM
8	440 W. Centre Avenue, Suite 5 Portage, MI, 49024-5373	$191,272,000	463	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Portage, Michigan

ZHANG FINANCIAL

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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

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LVM CAPITAL MANAGEMENT LTD

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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

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BRIGHT FINANCIAL ADVISORS, INC.

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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

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JOHN A. WOLFE & ASSOCIATES, INC.

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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

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CAHILL WEALTH MANAGEMENT, LLC

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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

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626 FINANCIAL, LLC

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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

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PPS & V ASSET MANAGEMENT CONSULTANTS INC

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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

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HAVERDINK FINANCIAL MANAGEMENT, LLC

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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)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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