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Find Retirement Advisors for Retirement Planning in Royal Oak, Michigan
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Finding the Best Retirement Planners in Royal Oak, Michigan
Last Updated - April 12, 2024Royal Oak 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 Royal Oak, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Royal Oak, 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 Royal Oak, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ROYAL OAK FINANCIAL ADVISORS, LLC 1709 Crooks Road, Royal Oak, MI, 48067 | $192,650,968 | 1120 | 5 | A Percentage of AUM |
| 2 | BERNARD WEALTH MANAGEMENT CORP. 360 N. Main St., Suite 430 Royal Oak, MI, 48067 | $143,801,223 | 603 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | MONEY PICKLE 1411 Main Street, Royal Oak, MI, 48067 | $0 | 0 | 5 | Other (REFERRAL FEE) |
Information on Top Retirement Planning firms in Royal Oak, Michigan
QualificationsFirm CRD# 290152
Assets Under Management $192,650,968
No. Of Clients1120
Clients Per Financial Advisor224
ROYAL OAK FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Royal Oak, Michigan. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1120 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
- Pension Consulting Services
QualificationsFirm CRD# 159533
Assets Under Management $143,801,223
No. Of Clients603
Clients Per Financial Advisor121
BERNARD WEALTH MANAGEMENT CORP. is a financial advisory firm situated in Royal Oak, Michigan. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 603 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
- Portfolio Management for Individuals
- Portfolio Management for Business
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.