Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Portage, 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 Portage, Michigan
Last Updated - April 11, 2024Portage has 2 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 31 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Portage, Michigan
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDMark Ligeski
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 2898346
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Portage, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ZHANG FINANCIAL 5931 Oakland Dr., Portage, MI, 49024 | $5,043,963,628 | 5846 | 40 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | LVM CAPITAL MANAGEMENT LTD 7840 Moorsbridge Road, Portage, MI, 49024 | $974,592,169 | 1135 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | JOHN A. WOLFE & ASSOCIATES, INC. 440 West Centre Avenue, Suite 4 Portage, MI, 49024-5357 | $467,702,000 | 1299 | 4 | A Percentage of AUM, Fixed Fees |
| 4 | BRIGHT FINANCIAL ADVISORS, INC. 450 W. Centre Avenue, Suite C Portage, MI, 49024 | $398,593,407 | 2753 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CAHILL WEALTH MANAGEMENT, LLC 5831 Oakland Drive, Portage, MI, 49024 | $321,081,265 | 925 | 4 | A Percentage of AUM, Hourly charges |
| 6 | 626 FINANCIAL, LLC 7950 Moorsbridge Road, Suite 104 Portage, MI, 49024 | $260,977,856 | 447 | 5 | A Percentage of AUM |
| 7 | PPS & V ASSET MANAGEMENT CONSULTANTS INC 2750 Old Centre Ave, Suite 100 Portage, MI, 49024 | $158,353,314 | 625 | 4 | A Percentage of AUM |
| 8 | HAVERDINK FINANCIAL MANAGEMENT, LLC 440 W. Centre Avenue, Suite 5 Portage, MI, 49024-5373 | $140,124,000 | 153 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Portage, Michigan
QualificationsFirm CRD# 159257
Assets Under Management $5,043,963,628
No. Of Clients5846
Clients Per Financial Advisor146
ZHANG FINANCIAL is a financial advisory firm situated in Portage, Michigan. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5846 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111039
Assets Under Management $974,592,169
No. Of Clients1135
Clients Per Financial Advisor87
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 1135 clients. The team consists of 13 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
- Portfolio Management for Business
QualificationsFirm CRD# 110799
Assets Under Management $467,702,000
No. Of Clients1299
Clients Per Financial Advisor325
JOHN A. WOLFE & ASSOCIATES, INC. is a financial advisory firm situated in Portage, Michigan. With a nearly $468M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1299 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 107931
Assets Under Management $398,593,407
No. Of Clients2753
Clients Per Financial Advisor229
BRIGHT FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Portage, Michigan. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2753 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 134508
Assets Under Management $321,081,265
No. Of Clients925
Clients Per Financial Advisor231
CAHILL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 925 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 306474
Assets Under Management $260,977,856
No. Of Clients447
Clients Per Financial Advisor89
626 FINANCIAL, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 447 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 110491
Assets Under Management $158,353,314
No. Of Clients625
Clients Per Financial Advisor156
PPS & V ASSET MANAGEMENT CONSULTANTS INC is a financial advisory firm situated in Portage, Michigan. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 625 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
QualificationsFirm CRD# 131236
Assets Under Management $140,124,000
No. Of Clients153
Clients Per Financial Advisor77
HAVERDINK FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Portage, Michigan. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 153 clients. The team consists of 2 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
- Portfolio Management for Business
- Pension Consulting Services
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.