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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 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 - May 15, 2025Rochester 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.
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List of Qualified Retirement Planning Advisors in Rochester, Michigan
VERIFIEDRobert 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJoseph 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTodd 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Rochester, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 303 East Third St, Suite 110 Rochester, MI, 48307 | $6,694,905,625 | 2124 | 37 | A percentage of AUM, Fixed fees |
| 2 | 950 W. University, Suite 100, Rochester, MI, 48307 | $1,086,571,483 | 1991 | 21 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 1600 Parkdale Road, Suite 201 Rochester, MI, 48307 | $213,296,073 | 1946 | 28 | 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 | $137,506,708 | 409 | 6 | 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
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)
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
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
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 Ann Arbor, Michigan
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- Retirement Planners in Farmington, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Novi, Michigan
- Retirement Planners in Plymouth, Michigan
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Looking for more choices? Use our free match service to compare retirement planners serving your area.