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Find Retirement Advisors for Retirement Planning in Southfield, 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 Southfield, Michigan
Last Updated - April 18, 2024Southfield has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Southfield, Michigan have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Southfield, Michigan
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
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
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 15 Retirement Planning firms in Southfield, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075 | $18,613,469,251 | 16470 | 130 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | HANTZ FINANCIAL SERVICES, INC. 26200 American Drive, Fifth Floor Southfield, MI, 48034 | $4,901,997,615 | 90199 | 355 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | ADVANCE CAPITAL MANAGEMENT INC One Towne Square, Suite 444 Southfield, MI, 48076 | $3,569,927,529 | 13699 | 54 | A Percentage of AUM, Fixed Fees |
| 4 | TELEMUS CAPITAL, LLC Two Towne Square, Suite 800 Southfield, MI, 48076 | $2,972,199,618 | 4367 | 52 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CORECAP ADVISORS 27777 Franklin Road, Suite 700 Southfield, MI, 48034 | $1,957,268,517 | 7757 | 121 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. 2000 Town Center, Ste 2850 Southfield, MI, 48075 | $1,762,860,769 | 572 | 17 | A Percentage of AUM, Fixed Fees |
| 7 | CENTER FOR FINANCIAL PLANNING INC 24800 Denso Drive, Suite 300 Southfield, MI, 48033-7470 | $1,311,417,733 | 3719 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISER/MANAGER FEES) |
| 8 | PENINSULA CAPITAL PARTNERS, L.L.C. One Towne Square, Suite 1400 Southfield, MI, 48076 | $1,119,522,000 | 3 | 14 | A Percentage of AUM, Performance Based |
| 9 | SPEYSIDE FUND ADVISERS LLC 1 Towne Square, Suite 1570 Southfield, MI, 48076 | $541,867,000 | 4 | 5 | A Percentage of AUM, Performance Based |
| 10 | SKYOAK WEALTH 28411 Northwestern Hwy, Suite 760 Southfield, MI, 48034 | $391,811,582 | 1136 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS 3000 Town Center, Suite 100, Southfield, MI, 48075 | $307,564,602 | 1 | 28 | A Percentage of AUM, Hourly charges |
| 12 | CIG ASSET MANAGEMENT, INC. One Towne Square, Suite 1850 Southfield, MI, 48076 | $180,105,033 | 590 | 6 | A Percentage of AUM, Fixed Fees, Performance Based |
| 13 | LUMIN FINANCIAL, LLC 2000 Town Center, Suite 1825 Southfield, MI, 48075 | $175,458,537 | 385 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | ELE ADVISORY SERVICES, INC 18700 W. 10 Mile Road, Suite 100 Southfield, MI, 48075 | $93,216,300 | 1285 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | KELLY WEALTH MANAGEMENT, INC. 29100 Northwestern Highway, Suite 320 Southfield, MI, 48034 | $0 | 0 | 7 | A Percentage of AUM |
Information on Top Retirement Planning firms in Southfield, Michigan
QualificationsFirm CRD# 112158
Assets Under Management $18,613,469,251
No. Of Clients16470
Clients Per Financial Advisor127
PLANTE MORAN FINANCIAL ADVISORS is a financial advisory firm situated in Southfield, Michigan. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16470 clients. The team consists of 130 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# 46047
Assets Under Management $4,901,997,615
No. Of Clients90199
Clients Per Financial Advisor254
HANTZ FINANCIAL SERVICES, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 90199 clients. The team consists of 355 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110767
Assets Under Management $3,569,927,529
No. Of Clients13699
Clients Per Financial Advisor254
ADVANCE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Southfield, Michigan. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13699 clients. The team consists of 54 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 168794
Assets Under Management $2,972,199,618
No. Of Clients4367
Clients Per Financial Advisor84
TELEMUS CAPITAL, LLC is a financial advisory firm situated in Southfield, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4367 clients. The team consists of 52 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 pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 158819
Assets Under Management $1,957,268,517
No. Of Clients7757
Clients Per Financial Advisor64
CORECAP ADVISORS is a financial advisory firm situated in Southfield, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7757 clients. The team consists of 121 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 121560
Assets Under Management $1,762,860,769
No. Of Clients572
Clients Per Financial Advisor34
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 572 clients. The team consists of 17 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 Business
QualificationsFirm CRD# 109599
Assets Under Management $1,311,417,733
No. Of Clients3719
Clients Per Financial Advisor286
CENTER FOR FINANCIAL PLANNING INC is a financial advisory firm situated in Southfield, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3719 clients. The team consists of 13 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 (THIRD PARTY ADVISER/MANAGER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 157354
Assets Under Management $1,119,522,000
No. Of Clients3
Clients Per Financial Advisor0
PENINSULA CAPITAL PARTNERS, L.L.C. is a financial advisory firm situated in Southfield, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 282503
Assets Under Management $541,867,000
No. Of Clients4
Clients Per Financial Advisor1
SPEYSIDE FUND ADVISERS LLC is a financial advisory firm situated in Southfield, Michigan. With a nearly $542M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 299564
Assets Under Management $391,811,582
No. Of Clients1136
Clients Per Financial Advisor162
SKYOAK WEALTH is a financial advisory firm situated in Southfield, Michigan. With a nearly $392M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1136 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 323718
Assets Under Management $307,564,602
No. Of Clients1
Clients Per Financial Advisor0
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS is a financial advisory firm situated in Southfield, Michigan. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Financial Planning Services
- Selection of Other Advisors
QualificationsFirm CRD# 123609
Assets Under Management $180,105,033
No. Of Clients590
Clients Per Financial Advisor98
CIG ASSET MANAGEMENT, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 590 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
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 124138
Assets Under Management $175,458,537
No. Of Clients385
Clients Per Financial Advisor55
LUMIN FINANCIAL, LLC is a financial advisory firm situated in Southfield, Michigan. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 385 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 148228
Assets Under Management $93,216,300
No. Of Clients1285
Clients Per Financial Advisor117
ELE ADVISORY SERVICES, INC is a financial advisory firm situated in Southfield, Michigan. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1285 clients. The team consists of 11 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 328386
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
KELLY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Southfield, Michigan. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.