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Find Retirement Advisors for Retirement Planning in Troy, 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 Troy, Michigan

Last Updated - May 23, 2024

Troy has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Troy, Michigan have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Troy, Michigan

advisor-photo
vector.svg VERIFIED

Michael 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

Top 15 Retirement Planning firms in Troy, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
STRAIGHTLINE
165 Kirts Blvd., Ste 100
Troy, MI, 48084
$1,002,563,04756948
A Percentage of AUM, Fixed Fees, Other (INSURANCE COMMISSIONS)
2
JAY A. FISHMAN, LTD
901 Wilshire Drive, Suite 555
Troy, MI, 48084-4108
$781,898,3994469
A Percentage of AUM
3
WILLIAM MACK & ASSOCIATES INC
1301 W. Long Lake Rd., Suite 115,
Troy, MI, 48098
$649,371,00084614
A Percentage of AUM, Hourly charges
4
ISTO ADVISORS, LLC
2150 Butterfield Drive, Suite 220
Troy, MI, 48084
$641,139,569228321
A Percentage of AUM, Hourly charges, Fixed Fees
5
BARON WEALTH MANAGEMENT, LLC
3150 Livernois Road, Suite 250
Troy, MI, 48083
$498,764,9775416
A Percentage of AUM, Hourly charges, Fixed Fees
6
ARBOR WEALTH ADVISORS LLC
101 West Big Beaver Road, Suite 1400
Troy, MI, 48084
$443,165,2442661
Hourly charges, Fixed Fees
7
SECURE ASSET MANAGEMENT, L.L.C.
2565 West Maple Rd,
Troy, MI, 48084
$439,981,505237641
A Percentage of AUM, Fixed Fees, Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS)
8
MKD WEALTH COACHES, LLC
1301 W. Long Lake Road, Suite 210
Troy, MI, 48098
$309,390,268105513
A Percentage of AUM, Hourly charges, Fixed Fees
9
SS&H FINANCIAL ADVISORS, INC.
50 W Big Beaver Rd Suite 225,
Troy, MI, 48084
$260,127,9932282
A Percentage of AUM, Hourly charges, Fixed Fees
10
FINANCIAL SERVICES OF AMERICA ADVISORS
50 W Big Beaver Rd Suite 500,
Troy, MI, 48084
$214,395,285145522
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISOR FEES)
11
MILLER CAPITAL
1441 W. Long Lake, Suite 100
Troy, MI, 48098
$190,997,2061734
A Percentage of AUM, Hourly charges, Fixed Fees
12
FIRSTMETRIC
200 E. Big Beaver Rd,
Troy, MI, 48083
$187,919,0692331
Fixed Fees
13
J2 CAPITAL MANAGEMENT, INC.
1301 W Long Lake Rd, Suite 260
Troy, MI, 48098
$161,401,81311343
A Percentage of AUM, Hourly charges, Other (SUBADVISER FEES)
14
SPECTRUM FINANCIAL RESOURCES
6915 Rochester Rd., Ste 200,
Troy, MI, 48085
$156,882,4809626
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS)
15
CONFIDENTIAL MANAGEMENT ADVISORS, INC.
1700 West Big Beaver, Suite 320
Troy, MI, 48084
$131,266,0761072
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Troy, Michigan

QualificationsFirm CRD# 127401

Assets Under Management $1,002,563,047

No. Of Clients5694

Clients Per Financial Advisor712

STRAIGHTLINE is a financial advisory firm situated in Troy, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5694 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (INSURANCE COMMISSIONS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 105609

Assets Under Management $781,898,399

No. Of Clients446

Clients Per Financial Advisor50

JAY A. FISHMAN, LTD is a financial advisory firm situated in Troy, Michigan. With a nearly $782M assets under management, the firm specializes in crafting personalized retirement planning solutions for 446 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107377

Assets Under Management $649,371,000

No. Of Clients846

Clients Per Financial Advisor60

WILLIAM MACK & ASSOCIATES INC is a financial advisory firm situated in Troy, Michigan. With a nearly $649M assets under management, the firm specializes in crafting personalized retirement planning solutions for 846 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 284560

Assets Under Management $641,139,569

No. Of Clients2283

Clients Per Financial Advisor109

ISTO ADVISORS, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2283 clients. The team consists of 21 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
View Full Profile

QualificationsFirm CRD# 153117

Assets Under Management $498,764,977

No. Of Clients541

Clients Per Financial Advisor90

BARON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $499M assets under management, the firm specializes in crafting personalized retirement planning solutions for 541 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 169570

Assets Under Management $443,165,244

No. Of Clients266

Clients Per Financial Advisor266

ARBOR WEALTH ADVISORS LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $443M assets under management, the firm specializes in crafting personalized retirement planning solutions for 266 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 144046

Assets Under Management $439,981,505

No. Of Clients2376

Clients Per Financial Advisor58

SECURE ASSET MANAGEMENT, L.L.C. is a financial advisory firm situated in Troy, Michigan. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2376 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 144994

Assets Under Management $309,390,268

No. Of Clients1055

Clients Per Financial Advisor81

MKD WEALTH COACHES, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1055 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 112256

Assets Under Management $260,127,993

No. Of Clients228

Clients Per Financial Advisor114

SS&H FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Troy, Michigan. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 228 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 286251

Assets Under Management $214,395,285

No. Of Clients1455

Clients Per Financial Advisor66

FINANCIAL SERVICES OF AMERICA ADVISORS is a financial advisory firm situated in Troy, Michigan. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1455 clients. The team consists of 22 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 (SELECTION OF OTHER ADVISOR FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 124489

Assets Under Management $190,997,206

No. Of Clients173

Clients Per Financial Advisor43

MILLER CAPITAL is a financial advisory firm situated in Troy, Michigan. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 289483

Assets Under Management $187,919,069

No. Of Clients233

Clients Per Financial Advisor233

FIRSTMETRIC is a financial advisory firm situated in Troy, Michigan. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 233 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 152964

Assets Under Management $161,401,813

No. Of Clients1134

Clients Per Financial Advisor378

J2 CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Troy, Michigan. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1134 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
  • Other (SUBADVISER FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 127453

Assets Under Management $156,882,480

No. Of Clients962

Clients Per Financial Advisor160

SPECTRUM FINANCIAL RESOURCES is a financial advisory firm situated in Troy, Michigan. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 962 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
  • Hourly charges
  • Fixed Fees
  • Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 125936

Assets Under Management $131,266,076

No. Of Clients107

Clients Per Financial Advisor54

CONFIDENTIAL MANAGEMENT ADVISORS, INC. is a financial advisory firm situated in Troy, Michigan. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 107 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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