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Find Retirement Advisors for Retirement Planning in Michigan, Traverse City

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

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Top 8 Retirement Planning firms in Traverse City, Michigan (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	880 Munson Avenue, Suite B Traverse City, MI, 49686	$890,838,064	2052	10	A percentage of AUM, Hourly charges, Fixed fees
2	701 Third Street, Traverse City, MI, 49684	$311,057,049	2723	13	A percentage of AUM, Fixed fees
3	10238 E Cherry Bend Rd, Traverse City, MI, 49684	$257,768,883	875	5	A percentage of AUM, Fixed fees
4	600 E. Front Street, Suite 201 Traverse City, MI, 49686	$253,122,835	1525	9	A percentage of AUM, Hourly charges, Fixed fees
5	134 W State Street, Suite 200 Traverse City, MI, 49684	$177,974,559	965	11	A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
6	236 1/2 E. Front St, Traverse City, MI, 49684	$175,368,687	506	5	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)
7	223 East State Street, Suite 200 Traverse City, MI, 49684	$165,227,714	973	2	A percentage of AUM, Fixed fees
8	12935 Sw Bayshore Dr, Suite 305 Traverse City, MI, 49684	$116,624,038	317	3	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based

Information on Top Retirement Planning firms in Traverse City, Michigan

OLD MISSION INVESTMENT COMPANY, LLC

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QualificationsFirm CRD# 140381

Assets Under Management $890,838,064

No. Of Clients2052

Clients Per Financial Advisor205

OLD MISSION INVESTMENT COMPANY, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $891M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2052 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (CONSULTATION SERVICES)

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CENTENNIAL WEALTH ADVISORY, LLC

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QualificationsFirm CRD# 138054

Assets Under Management $311,057,049

No. Of Clients2723

Clients Per Financial Advisor209

CENTENNIAL WEALTH ADVISORY, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $311M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2723 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

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BLUEPRINT PARTNERS LLC

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QualificationsFirm CRD# 312902

Assets Under Management $257,768,883

No. Of Clients875

Clients Per Financial Advisor175

BLUEPRINT PARTNERS LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 875 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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HEMMING& WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 300918

Assets Under Management $253,122,835

No. Of Clients1525

Clients Per Financial Advisor169

HEMMING& WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Traverse City, Michigan. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1525 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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STONEPATH WEALTH MANAGEMENT

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QualificationsFirm CRD# 328977

Assets Under Management $177,974,559

No. Of Clients965

Clients Per Financial Advisor88

STONEPATH WEALTH MANAGEMENT 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 965 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
Other (CONSULTING FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (MODEL MANAGEMENT; CONSULTING FEES)

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INDEPENDENT WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 124242

Assets Under Management $175,368,687

No. Of Clients506

Clients Per Financial Advisor101

INDEPENDENT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 506 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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UP NORTH FINANCIAL, LLC

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QualificationsFirm CRD# 150996

Assets Under Management $165,227,714

No. Of Clients973

Clients Per Financial Advisor487

UP NORTH FINANCIAL, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 973 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 services
Portfolio management for individuals and/or small businesses

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OPTIMAL CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 144719

Assets Under Management $116,624,038

No. Of Clients317

Clients Per Financial Advisor106

OPTIMAL CAPITAL ADVISORS, LLC is a financial advisory firm situated in Traverse City, Michigan. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 317 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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