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Find Retirement Advisors for Retirement Planning in Rochester, 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 Rochester, Michigan
Last Updated - April 13, 2024Rochester has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Rochester, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Rochester, Michigan
VERIFIEDPeter Shunyia
CFP®
LPL Financial/Shunyia & Co. Private Wealth Advisors
Qualifications
CRD# 4474844
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMichael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC
Qualifications
CRD# 4770771
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDTodd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
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-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Rochester, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CLARKSTON CAPITAL PARTNERS, LLC 303 East Third St, Suite 110 Rochester, MI, 48307 | $6,523,893,100 | 2025 | 37 | A Percentage of AUM, Fixed Fees |
| 2 | MANAGED ASSET PORTFOLIOS, LLC 950 W. University, Suite 100, Rochester, MI, 48307 | $1,016,112,924 | 1950 | 21 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | CPR INVESTMENTS INC 1600 Parkdale Road, Suite 201 Rochester, MI, 48307 | $285,419,928 | 3466 | 39 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS) |
Information on Top Retirement Planning firms in Rochester, Michigan
QualificationsFirm CRD# 143456
Assets Under Management $6,523,893,100
No. Of Clients2025
Clients Per Financial Advisor55
CLARKSTON CAPITAL PARTNERS, LLC is a financial advisory firm situated in Rochester, Michigan. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2025 clients. The team consists of 37 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 109574
Assets Under Management $1,016,112,924
No. Of Clients1950
Clients Per Financial Advisor93
MANAGED ASSET PORTFOLIOS, LLC is a financial advisory firm situated in Rochester, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1950 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Security Rating
QualificationsFirm CRD# 139067
Assets Under Management $285,419,928
No. Of Clients3466
Clients Per Financial Advisor89
CPR INVESTMENTS INC is a financial advisory firm situated in Rochester, Michigan. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3466 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
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.