National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 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 Rochester, Michigan

Last Updated - April 25, 2025

Rochester has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Rochester, Michigan have an average of 12 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Rochester, Michigan

advisor
vector.svg VERIFIED

Robert 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Joseph 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Todd 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 4 Retirement Planning firms in Rochester, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

303 East Third St, Suite 110
Rochester, MI, 48307
$6,694,905,625212437
A percentage of AUM, Fixed fees
2

950 W. University, Suite 100,
Rochester, MI, 48307
$1,086,571,483199121
A percentage of AUM, Fixed fees, Performance Based
3

1600 Parkdale Road, Suite 201
Rochester, MI, 48307
$213,296,073194628
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS)
4

439 S. Main Street, Suite 250
Rochester, MI, 48307
$137,506,7084096
A percentage of AUM

Information on Top Retirement Planning firms in Rochester, Michigan

QualificationsFirm CRD# 143456

Assets Under Management $6,694,905,625

No. Of Clients2124

Clients Per Financial Advisor57

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 2124 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 109574

Assets Under Management $1,086,571,483

No. Of Clients1991

Clients Per Financial Advisor95

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 1991 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (PORTFOLIO MANAGEMENT FOR TRUSTS AND OFFSHORE VEHICLES; MODEL)
View Full Profile

QualificationsFirm CRD# 139067

Assets Under Management $213,296,073

No. Of Clients1946

Clients Per Financial Advisor70

CPR INVESTMENTS INC is a financial advisory firm situated in Rochester, Michigan. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1946 clients. The team consists of 28 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 299150

Assets Under Management $137,506,708

No. Of Clients409

Clients Per Financial Advisor68

ROCHESTER WEALTH STRATEGIES, LLC is a financial advisory firm situated in Rochester, Michigan. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 409 clients. The team consists of 6 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
  • Pesnsion consulting services
View Full Profile

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

Get Matched With Planners