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Find Retirement Advisors for Retirement Planning in Royal Oak, 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.

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Finding the Best Retirement Planners in Royal Oak, Michigan

Last Updated - April 25, 2025

Royal Oak has 7 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 Royal Oak, Michigan have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Royal Oak, Michigan

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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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

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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

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 3 Retirement Planning firms in Royal Oak, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1709 Crooks Road,
Royal Oak, MI, 48067
$309,238,87014267
A percentage of AUM, Fixed fees
2

360 N. Main St., Suite 430
Royal Oak, MI, 48067
$158,861,6066185
A percentage of AUM, Hourly charges, Fixed fees
3

1411 Main Street,
Royal Oak, MI, 48067
$005
Other (REFERRAL FEE)

Information on Top Retirement Planning firms in Royal Oak, Michigan

QualificationsFirm CRD# 290152

Assets Under Management $309,238,870

No. Of Clients1426

Clients Per Financial Advisor204

ROYAL OAK FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Royal Oak, Michigan. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1426 clients. The team consists of 7 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

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 159533

Assets Under Management $158,861,606

No. Of Clients618

Clients Per Financial Advisor124

BERNARD WEALTH MANAGEMENT CORP. is a financial advisory firm situated in Royal Oak, Michigan. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 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
  • 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
View Full Profile

QualificationsFirm CRD# 325575

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

MONEY PICKLE is a financial advisory firm situated in Royal Oak, Michigan. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (REFERRAL FEE)

Financial Planning Services

  • Other (REFERRAL OF THIRD-PARTY INVESTMENT ADVISERS)
View Full Profile

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