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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 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.
Finding the Best Retirement Planners in Troy, Michigan
Last Updated - April 25, 2025Troy has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Troy, Michigan have an average of 12 years of experience.
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List of Qualified Retirement Planning Advisors in Troy, Michigan
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRobert Lamm
CRPC®
Prudential
Qualifications
CRD# 6160636
Firm CRD# 8733
Series 7, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJoseph Dallo
AIF®
Dallo Financial
Qualifications
CRD# 6920688
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTodd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors
Qualifications
CRD# 5795799
Firm CRD# 111147
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-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Troy, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 165 Kirts Blvd., Ste 100 Troy, MI, 48084-5200 | $1,121,194,253 | 5644 | 10 | A percentage of AUM, Fixed fees, Other (INSURANCE COMMISSIONS) |
| 2 | 901 Wilshire Drive, Suite 555 Troy, MI, 48084-4108 | $959,093,701 | 481 | 8 | A percentage of AUM |
| 3 | 2565 West Maple Rd, Troy, MI, 48084 | $890,034,531 | 4714 | 48 | A percentage of AUM, Fixed fees, Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS) |
| 4 | 2150 Butterfield Drive, Suite 220 Troy, MI, 48084 | $765,669,160 | 2383 | 21 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1301 W. Long Lake Rd., Suite 115, Troy, MI, 48098 | $754,782,297 | 852 | 14 | A percentage of AUM, Hourly charges |
| 6 | 3150 Livernois Road, Suite 250 Troy, MI, 48083 | $626,541,399 | 617 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 901 Wilshire Drive, Suite 565 Troy, MI, 48084-5611 | $617,317,000 | 1360 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 101 West Big Beaver Road, Suite 1400 Troy, MI, 48084 | $587,267,119 | 283 | 1 | Hourly charges, Fixed fees |
| 9 | 50 W Big Beaver Rd Suite 500, Troy, MI, 48084 | $396,180,038 | 3687 | 22 | A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISOR FEES) |
| 10 | 1301 W. Long Lake Road, Suite 210 Troy, MI, 48098 | $359,762,395 | 1091 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 50 W Big Beaver Rd Suite 225, Troy, MI, 48084 | $347,253,920 | 249 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 3150 Livernois Rd., Suite 175 Troy, MI, 48083 | $326,999,538 | 995 | 7 | A percentage of AUM, Hourly charges |
| 13 | 200 E. Big Beaver Rd, Troy, MI, 48083 | $278,473,373 | 249 | 1 | Fixed fees |
| 14 | 1441 W. Long Lake, Suite 100 Troy, MI, 48098 | $226,347,404 | 175 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 1661 W. Big Beaver, Troy, MI, 48084 | $197,393,287 | 1046 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS) |
Information on Top Retirement Planning firms in Troy, Michigan
QualificationsFirm CRD# 127401
Assets Under Management $1,121,194,253
No. Of Clients5644
Clients Per Financial Advisor564
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 5644 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
- Other (INSURANCE COMMISSIONS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (CONSULTATIONS)
QualificationsFirm CRD# 105609
Assets Under Management $959,093,701
No. Of Clients481
Clients Per Financial Advisor60
JAY A. FISHMAN, LTD 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 481 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 144046
Assets Under Management $890,034,531
No. Of Clients4714
Clients Per Financial Advisor98
SECURE ASSET MANAGEMENT, L.L.C. is a financial advisory firm situated in Troy, Michigan. With a nearly $890M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4714 clients. The team consists of 48 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 284560
Assets Under Management $765,669,160
No. Of Clients2383
Clients Per Financial Advisor113
ISTO ADVISORS, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $766M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2383 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 107377
Assets Under Management $754,782,297
No. Of Clients852
Clients Per Financial Advisor61
WILLIAM MACK & ASSOCIATES INC is a financial advisory firm situated in Troy, Michigan. With a nearly $755M assets under management, the firm specializes in crafting personalized retirement planning solutions for 852 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 153117
Assets Under Management $626,541,399
No. Of Clients617
Clients Per Financial Advisor103
BARON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $627M assets under management, the firm specializes in crafting personalized retirement planning solutions for 617 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (CONSULTATION SERVICES)
QualificationsFirm CRD# 330834
Assets Under Management $617,317,000
No. Of Clients1360
Clients Per Financial Advisor124
CARRERA CAPITAL ADVISORS is a financial advisory firm situated in Troy, Michigan. With a nearly $617M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1360 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 169570
Assets Under Management $587,267,119
No. Of Clients283
Clients Per Financial Advisor283
ARBOR WEALTH ADVISORS LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $587M assets under management, the firm specializes in crafting personalized retirement planning solutions for 283 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 286251
Assets Under Management $396,180,038
No. Of Clients3687
Clients Per Financial Advisor168
FINANCIAL SERVICES OF AMERICA ADVISORS is a financial advisory firm situated in Troy, Michigan. With a nearly $396M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3687 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 144994
Assets Under Management $359,762,395
No. Of Clients1091
Clients Per Financial Advisor91
MKD WEALTH is a financial advisory firm situated in Troy, Michigan. With a nearly $360M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1091 clients. The team consists of 12 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
- Selection for other advisors
QualificationsFirm CRD# 112256
Assets Under Management $347,253,920
No. Of Clients249
Clients Per Financial Advisor125
SS&H FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Troy, Michigan. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 249 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 156177
Assets Under Management $326,999,538
No. Of Clients995
Clients Per Financial Advisor142
TAYLOR & MORGAN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 995 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 289483
Assets Under Management $278,473,373
No. Of Clients249
Clients Per Financial Advisor249
FIRSTMETRIC is a financial advisory firm situated in Troy, Michigan. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 249 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 124489
Assets Under Management $226,347,404
No. Of Clients175
Clients Per Financial Advisor44
MILLER CAPITAL is a financial advisory firm situated in Troy, Michigan. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 175 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (PORTFOLIO CONSULTING/RESEARCH)
QualificationsFirm CRD# 127453
Assets Under Management $197,393,287
No. Of Clients1046
Clients Per Financial Advisor174
SPECTRUM FINANCIAL RESOURCES is a financial advisory firm situated in Troy, Michigan. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1046 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING SERVICES AND SEMINARS)
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