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Find Retirement Advisors for Retirement Planning in Traverse City, 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.
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Top 7 Retirement Planning firms in Traverse City, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | OLD MISSION INVESTMENT COMPANY, LLC 880 Munson Avenue, Suite B Traverse City, MI, 49686 | $602,228,739 | 1678 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CENTENNIAL WEALTH ADVISORY, LLC 701 Third Street, Traverse City, MI, 49684 | $230,439,282 | 2337 | 10 | A Percentage of AUM, Fixed Fees |
| 3 | HEMMING& WEALTH MANAGEMENT, INC. 600 E. Front Street, Suite 201 Traverse City, MI, 49686 | $177,706,887 | 1508 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | BLUEPRINT PARTNERS LLC 10238 E Cherry Bend Rd, Traverse City, MI, 49684 | $155,000,000 | 606 | 4 | A Percentage of AUM, Fixed Fees |
| 5 | INDEPENDENT WEALTH MANAGEMENT, LLC 236 1/2 E. Front St, Traverse City, MI, 49684 | $139,188,444 | 516 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS) |
| 6 | UP NORTH FINANCIAL, LLC 223 East State Street, Suite 200 Traverse City, MI, 49684 | $128,507,098 | 922 | 2 | A Percentage of AUM, Fixed Fees |
| 7 | OPTIMAL CAPITAL ADVISORS, LLC 12935 Sw Bayshore Dr, Suite 305 Traverse City, MI, 49684 | $113,819,254 | 307 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based |
Information on Top Retirement Planning firms in Traverse City, Michigan
QualificationsFirm CRD# 140381
Assets Under Management $602,228,739
No. Of Clients1678
Clients Per Financial Advisor168
OLD MISSION INVESTMENT COMPANY, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $602M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1678 clients. The team consists of 10 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
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 138054
Assets Under Management $230,439,282
No. Of Clients2337
Clients Per Financial Advisor234
CENTENNIAL WEALTH ADVISORY, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $230M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2337 clients. The team consists of 10 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
- Selection of Other Advisors
QualificationsFirm CRD# 300918
Assets Under Management $177,706,887
No. Of Clients1508
Clients Per Financial Advisor168
HEMMING& WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Traverse City, Michigan. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1508 clients. The team consists of 9 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# 312902
Assets Under Management $155,000,000
No. Of Clients606
Clients Per Financial Advisor152
BLUEPRINT PARTNERS LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 clients. The team consists of 4 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 124242
Assets Under Management $139,188,444
No. Of Clients516
Clients Per Financial Advisor103
INDEPENDENT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 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
- Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 150996
Assets Under Management $128,507,098
No. Of Clients922
Clients Per Financial Advisor461
UP NORTH FINANCIAL, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 922 clients. The team consists of 2 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
QualificationsFirm CRD# 144719
Assets Under Management $113,819,254
No. Of Clients307
Clients Per Financial Advisor102
OPTIMAL CAPITAL ADVISORS, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 307 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
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 Brighton, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Troy, Michigan
Looking for more choices? Use our free match service to compare retirement planners serving your area.